sp & sp tally

Hello,



1. In "Project" window and "WBS" window you can show two columns "Total Spending Plan" and "Actual Cost" for comparison. But it has two limitations:



- Only show total and could not show variance value.

- Only at higher level (Project and WBS) but not at Activity level.



2. You can make a report to show spending plan and actual monthly interval by:



- Click Tool>Report Wizard

- Select New report, click Next

- Click on "Time Distributed Data", click Next

- Scroll down and select "Spending and Benefit Plan", click Next

- In the next screen, "Configure Selected Subject Area", you may select column, group and sort option and filter as your wish.

- In "Date Options" screen, MAKE SURE you check "Time Interval"

- Still in "Date Option" screen, click "Timescale" select Timescale Start and Timescale Finish date as you want, and MAKE SURE "Date Interval" must be set to Month.

- Also in "Date Option" screen, click "Time Interval Fields" to select Fields needed for compare.

- In select Field dialog, under "Time Interval" node find and add "Total Spending Plan" and "Actual Total Cost" columns, click OK.

- Click Next, and click Next again in "Report Title" screen, on the next screen you can preview what going to be printed.

* Still has limitation: no variance can be shown, must see yourself the differents.



Regards,

Duy

Hi,



Spending Plan (SP) means $$$ you assigned current WBS node.

Spending Plan Tally means $$$ you assigned to its child WBS (same level children)



For example of the month Jan - 09 (for all WBS nodes):



1 Spending Plan 10,000 -- Spending Plan Tally: 6,000 + 1,000 = 7,000 (SP of 1.1 + SP of 1.2)-- Undistributed Current Variance: 10,000 - 7,000

1.1 Spending Plan 6,000 -- Spending Plan Tally: 3,000+2,000 (SP of 1.1.1 + SP of 1.1.2)

1.1.1 Spending Plan 3,000

1.1.2 Spending Plan 2,000

1.2 Spending Plan 1,000