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autocost for expenses in p5

6 replies [Last post]
Sun, 2009-06-07 16:25
faik ulku
User offline. Last seen 16 years 2 weeks ago. Offline
Joined: 1 Apr 2009
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although i click all autocost tools in all mennues including for expenses, p5 does not calculate automatically the percenteges and quantities of expenses according to activity percentages completions. who can tell me how to do that.

thanks in advance.
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Replies

Fri, 2009-06-12 04:17
#1
David Kelly
User offline. Last seen 2 years 46 weeks ago. Offline
Joined: 19 Oct 2004
Posts: 630
Groups: Petro-Chem / Oil & Gas
Does it help to know that expenses are "autocosted" according to the activity’s "planned" dates, not their "early" dates"
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Wed, 2009-06-10 21:36
#2
Mark Porter
User offline. Last seen 1 year 19 weeks ago. Offline
Joined: 8 Aug 2007
Posts: 55
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Hi Faik,

A couple of other quick things that you could possible consider are:

1) You have the "Apply Actuals" privlege set as part of your project security profile,

2) The project is checked in & active,

3) You have resources assigned (that also have the auto-compute actuals checked) to the activities that you are planning on updating via the "Apply Actuals" function in the tools menu (I don’t think it works otherwise), alternatively, another option is to use the view => progress spotlight and then tools => Update Progress... to progress your activities. I haven’t actually done this so I will be very interested in your results
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Wed, 2009-06-10 13:48
#3
faik ulku
User offline. Last seen 16 years 2 weeks ago. Offline
Joined: 1 Apr 2009
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Hi Mark

thank you very much, as i remember i attemted also apply actuals menu but nothing changed. i ll try it again.

regards
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Tue, 2009-06-09 20:04
#4
Mark Porter
User offline. Last seen 1 year 19 weeks ago. Offline
Joined: 8 Aug 2007
Posts: 55
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Hi Faik,

If the auto compute acutals option is selected in the check box, the actual/remaining cost are automatically updated when project actuals are applied via the => ’Tools’ => ’Apply Actuals’ menu. This assumes that the expenses have been accured according to plan.

Note; If you also have any resources with the auto compute actuals check box selected, they will also be updated according to plan.

Without actually doing it myself, If I were aiming to update the expense % complete, my personal recommendation would be to export the activity data’s activity % complete to an excel spreadsheet, and then also export the expenses to excel and then I would perform a "lookup" function to apply the activity % complete to the expense % complete.

Hope that this helps

Kind Regards

Mark Porter
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Tue, 2009-06-09 13:28
#5
faik ulku
User offline. Last seen 16 years 2 weeks ago. Offline
Joined: 1 Apr 2009
Posts: 21
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i already did it but it doesnt work. strange. may be it is impossible for expenses
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Sun, 2009-06-07 22:04
#6
Khuong Do
User offline. Last seen 15 years 47 weeks ago. Offline
Joined: 22 May 2009
Posts: 27
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Hi.
You might need to choose the "Accrual type" of Expense to "Uniform over Activity".
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