P6 - Budget at task level and Actuals at Summary level

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Mel Ambrose 👤 Member for 12 years 7 months

I would like to enter budget cost by loading resources and expenses on activities (for example carpenter 8 hrs, truck 1 day, lumber $250), but our accounting system tracks cost at a higher level, so I would like to enter actuals at a higher level. Is this doable? When I tried entering actuals at the summary level, I couldn't find a way to add summary cost without adding resources, and if I add resources then I am addinig to the man-hours in the schedule. I am new to using P6 for cost, so I may simply be exposing my ignorance. Any help is appreciated.

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Dieter Wambach 👤 Member for 19 years 4 months

Mel

WBS-summary is always related to a wbs. Relationships can be assigned but are ignored. I would use them because costs in general are related to a wbs.

LoE covers a group of activities independent from a wbs. You'll need a predecessor and a successor. 

Regards

Dieter

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Mel Ambrose 👤 Member for 12 years 7 months

Is thre any difference between using a LOE task to spread cost or a WBS summary task?

M
Mel Ambrose 👤 Member for 12 years 7 months

Is there any difference between using a LOE task to spread cost or a WBS summary task?

D
Dieter Wambach 👤 Member for 19 years 4 months

Hi Mel

If you do a detailed planning in P6 it is quite common to do cost- and resource planning on a higher level. Try level of effort (similar to hammocks) type activities which span over a group of activities for the assignments.

Good planning!

Dieter

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