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How to delete Store Period Performance?

4 replies [Last post]
Wed, 2010-07-14 23:33
Rifky Soedirdja
User offline. Last seen 7 years 23 weeks ago. Offline
Joined: 22 Apr 2010
Posts: 22
Groups: Petro-Chem / Oil & Gas
Hi,

Is there any way to delete all the stored period performance?

I want to re-create the periods, but the program doesn’t allow unless I delete all the prior information. Dialog box pops up “The selected financial period(s) has one or more activities or resource assignments with stored period performance details. The financial period(s) will not be deleted.”

Understand that, this happens because of there are some projects using financial period records. The problem is I have no idea which file(s) have used those period performance details. My intention is to find those projects, so I can delete it, then I can re-create the new Batch Periods.

Does anyone know a solution? Thanks.

Rifky
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Replies

Mon, 2015-06-15 04:52
#1
Stal Molina
User offline. Last seen 9 years 23 weeks ago. Offline
Joined: 15 Jun 2015
Posts: 3
Groups: None

 

Friend,

Can anyone explain me how to use SDK for deleting financial periods  and after that recreate new batch.

 

Thanks alot

Stal

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Thu, 2010-07-15 01:54
#2
Rodel Marasigan
User offline. Last seen 4 days 3 hours ago. Offline
Joined: 25 Oct 2006
Posts: 1699
Groups: Petro-Chem / Oil & Gas
Rifky,
Try to delete define financial period one by one. For sure some of them are still not used. For those past period and cannot be deleted then run a batch in between those define and should not pass over to already define. If you don’t run Store Period Performance all actual distribution will be change and prorate according to actual duration until it finished. That’s the use of Store Period performance to record or preserve actual labour per financial period define.
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Thu, 2010-07-15 01:36
#3
Rifky Soedirdja
User offline. Last seen 7 years 23 weeks ago. Offline
Joined: 22 Apr 2010
Posts: 22
Groups: Petro-Chem / Oil & Gas
Rodel,

The reason is because the current financial period in P6 is by Monthly, whereas I want to change it into Weekly. So far, I never run Store Period Performance after updating the progress. Maybe that’s the reason why the distribution of the Actual Labor Units from the previous month is changed when I Update the Progress (Front Line the data date). Can you help me on this also?

When I want to create the new Batch period in weekly basis, another dialog box pops up saying : “The financial period timescale overlaps with an existing financial period. The financial period was not added.”

Actually, I just want to freeze the Previous Actual Labor Units when I front line the data date into the following week.

Rgds,

Rifky
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Thu, 2010-07-15 00:03
#4
Rodel Marasigan
User offline. Last seen 4 days 3 hours ago. Offline
Joined: 25 Oct 2006
Posts: 1699
Groups: Petro-Chem / Oil & Gas
Rifky,
Once the Store Period performance is run and Financial dates are already used you cannot delete defined financial period. The only way to delete these records is using the external API like SDK or ODBC.
There are Five tables associated with these records.
-> FINDATE table – where define financial date is recorded.
-> TASKFIN table – where all store Performance period for task is recorded
-> TRSRCFIN table – where all resource assignment performance period is recorded
If summarized function is run it all record the summary on the 2 tables
-> TASKSUMFIN – where summary store Performance period is recorded
-> TRSRCSUMFN – where summary resource assignment performance period is recorded.

You need to delete all records recorded on TASKFIN and TRSCFIN tables before you can delete all date define on FINDATE tables. If summarize is run then the other two table also need to clean the records.

Just confused why you need to delete the defined financial period and re-create a new one? If those period define is not used it won’t affect your project. It will show only those financial period used.
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