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Delete Financial Periods - Future

5 replies [Last post]
Wed, 2010-04-14 09:19
Richard Heimpel
User offline. Last seen 14 years 27 weeks ago. Offline
Joined: 10 Jun 2004
Posts: 6
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We set up our Financial periods for 2010 as monthly at the beginning of the year. We wish to change the Financial periods from May forward to weekly or daily. I understand we need to delete the May - Dec periods and recreate, the problem we encountered is that we discovered that at least one of our projects had been storing period performance data in the future in error (May-Aug). We believe we have editted all the Financial period data fields in the future such that the amounts are 0, however we are still not able to delete the May-Aug periods as it claims there is still data in those fields. Are we missing something?
Both the activity and activity resource financial period data was reset to 0 amounts.
Your help would be appreciated
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Replies

Mon, 2015-06-15 04:46
#1
Stal Molina
User offline. Last seen 9 years 20 weeks ago. Offline
Joined: 15 Jun 2015
Posts: 3
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Everybody,

I need your help  what its the presedure for deleting Financial Periods with  SDK?. I think It is already  installed, It appears in P6 software like PMSDK

 

Thaks a lot

Stal

 

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Mon, 2011-07-18 13:10
#2
Kyle Jenkins
User offline. Last seen 4 years 38 weeks ago. Offline
Joined: 7 Sep 2006
Posts: 3
Groups: Petro-Chem / Oil & Gas

@ Rodel, I have SDK installed and would like to know how to remove old Financial Periods.

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Wed, 2010-04-14 10:04
#3
Rodel Marasigan
User offline. Last seen 21 weeks 6 days ago. Offline
Joined: 25 Oct 2006
Posts: 1699
Groups: Petro-Chem / Oil & Gas
Richard,
Financial Period that already created will not be deleted if data still there. You will end up of adding another Financial Period and xer don’t delete records even records are not present on the new xer.
Send me PP and email address and I will teach you another method.
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Wed, 2010-04-14 10:00
#4
Richard Heimpel
User offline. Last seen 14 years 27 weeks ago. Offline
Joined: 10 Jun 2004
Posts: 6
Groups: None
Rodel, the project is in a server base. I suspect we have SDK but never installed - I certainly have never used. We were thinking of exporting the file to a standalone (without defining financial periods)then delete the project in the server, re-adjust the financial periods then re-import the project back to the server. Then we should be able to store all of that projects actual data into the Apr month (which would not be a problem).

Do you think this would work?
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Wed, 2010-04-14 09:49
#5
Rodel Marasigan
User offline. Last seen 21 weeks 6 days ago. Offline
Joined: 25 Oct 2006
Posts: 1699
Groups: Petro-Chem / Oil & Gas
Richard,
Financial Periods cannot be deleted by entering zero on each field.
The only way you can delete Financial Periods is by SDK or any API.
IF you have SDK installed let me know and I will teach you how.
Please also let me know if standalone or server base.
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