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Fix earned value at period end

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Peter Barlow
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Joined: 13 Jul 2017
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Hello

Is there any way that when the data date is moved on and progress is updated that the earned value at previous period end remains fixed at what it was. For example, an activity that was 90% complete at year end will always have 90% earned at that date.

 

Thanks in advance.

Replies

Zoltan Palffy
User offline. Last seen 2 hours 34 min ago. Offline
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Posts: 1365

thats if you are using physcial % complete

Morne Beeslaar
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I would hazard that the remaining duration has an effect here. The % calculation will depend on how much time has been expended versus the remaining. If you change the data date you should manually update remaining duration.

Morne Beeslaar
User offline. Last seen 3 hours 25 min ago. Offline
Joined: 25 Feb 2016
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I would hazard that the remaining duration has an effect here. The % calculation will depend on how much time has been expended versus the remaining. If you change the data date you should manually update remaining duration.

Zoltan Palffy
User offline. Last seen 2 hours 34 min ago. Offline
Joined: 13 Jul 2009
Posts: 1365

after the update is totally done select tools store period performance 

make sure to set up your financial periods 

Peter Barlow
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Joined: 13 Jul 2017
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I have been advised to do this but when the data date is advanced and the activities progressed the earned value at previous periods is still changed.

Zoltan Palffy
User offline. Last seen 2 hours 34 min ago. Offline
Joined: 13 Jul 2009
Posts: 1365

tools store period performance