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P6 - Budget at task level and Actuals at Summary level

4 replies [Last post]
Mel Ambrose
User offline. Last seen 8 years 44 weeks ago. Offline
Joined: 4 Nov 2013
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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.

Replies

Dieter Wambach
User offline. Last seen 6 years 51 weeks ago. Offline
Joined: 15 Jan 2007
Posts: 1350

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

Mel Ambrose
User offline. Last seen 8 years 44 weeks ago. Offline
Joined: 4 Nov 2013
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Is thre any difference between using a LOE task to spread cost or a WBS summary task?

Mel Ambrose
User offline. Last seen 8 years 44 weeks ago. Offline
Joined: 4 Nov 2013
Posts: 4
Groups: None

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

Dieter Wambach
User offline. Last seen 6 years 51 weeks ago. Offline
Joined: 15 Jan 2007
Posts: 1350

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