Expense % Complete = Activity % Complete ?

Oracle Primavera - PM6
Z
Zoltan Palffy 👤 Member for 16 years 11 months
· Permalink

create a UDF

then make the UDF % complete equal the expenses % complete

then make the UDF % compelte equal the activity % Complete

A
Andrew Taylor 👤 Member for 11 years 6 months
· Permalink

To add to Mark's workaround:

As far as I know, you can't import [Expense % Complete] from Excel to P6. You can however import [Actual Cost].

If you want to match your [Expense % Complete] to your existing [Activity % Complete] you can:

  1. Export both data sets to Excel (Activities AND Expenses);
  2. Use a vlookup to change all [Expense % Complete] values to the [Activity % Complete] value;
  3. Recalculate the [Actual Cost] value using [Expense % Complete] /100 x [Budgeted Cost];
  4. Import the new Expense data to P6.

Now, P6 will calculate the [Expense % Complete] using [Actual Cost] / [Budgeted Cost].

(If this isn't clear let me know and I'll add detail to the steps).

Cheers

Andrew.

M
Mark Porter 👤 Member for 18 years 10 months
· Permalink

Hi Mohammed,



As you will possible be aware, a planner is able to associate multiple expenses to an activity & therefore this is the reason that you cannot use a global change to assign the Expense % complete as the activity % complete. (i.e. Expenses are the children to activities, just like resources are children as well)



To achieve what you are asking, a work around is to export the activity data out to excel with both the expense cost % complete & the activity % complete columns showing, then copy the Expense cost % complete column across to the activity % complete column & re-import back into Primavera.



Hope this helps



Kind Regards



Mark Porter

Forum Sponsor

Top Posters

Nick Johnson-Pond
3 posts
sairedz25
0 posts
Ahmed Awad
2 posts
Syed Shoeb
0 posts
Vimukthi
0 posts
bal aji
2 posts
Lee Mallek
23 posts
Viet Tran
9 posts
Ola Gbotoso
0 posts
Jaturapit Multongka
1 posts