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Global Change in P6

13 replies [Last post]
Thu, 2009-12-03 12:28
Cristina Boston
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Joined: 22 Jul 2009
Posts: 19
Groups: Civil Engineering
Good morning,

Here is what happened to me: I used Global Change to assign Bell Curves to my labor resource. The resource was loaded with budgeted dollars. After applying the Global Change...guess what: all my dollars dissapeared.

My question is: did I do something wrong? Is there any way to recover the data (budgets)? My P6 was downloaded as a stand-alone software, on my personal laptop.


THank you so muh for your answer.
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Replies

Mon, 2009-12-07 02:01
#1
Dieter Wambach
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Posts: 1350
Groups: Petro-Chem / Oil & Gas, TILOS
Cristina

Another parameter with some importance for you may be the rate source - for each assignment decide if price is derived from the resource’s rate or the budgeted price.

Regards

Dieter
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Sat, 2009-12-05 15:19
#2
Cristina Boston
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Joined: 22 Jul 2009
Posts: 19
Groups: Civil Engineering
That must be it Arnold,

I had no Price/Unit for my Resources.

Thank you all for your intput. It was most helpful.

Should I add that not only Global Change does this? One of my coleagues, after noticing what happened to me, started to add the Resource Curve one by one to each activity. Guess what! It still deletes the budgeted cost for that respurce (if the cost was already loaded).

My conclusion: whatever you do, loading the schedule with budgeted $ should be the last task to perform.
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Sat, 2009-12-05 01:48
#3
Arnold Puy
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Joined: 25 Apr 2007
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Groups: GPC Qatar, Pinoy Planning Planet Community
Hi Cristina,

In my experienced, when your Resource’s Price/Unit is equal to Zero (0), the Budgeted Cost will automatically equal to zero when you applied any "Global Change" or "Recalculate Assignment Cost". I think this is the reason why your cost was disappeared.

In order not to affect your cost-loaded assign to the activities, prior to assign any resources with zero price/unit, in the Resources Details tab, remove the check box next to "Calculate cost from units" then you can now assign the resources.

Otherwise, you can set your Budgeted Units equal to Budgeted Cost and set your Price/Unit equal to One (1). Or you can try to utilize the Project Expenses.

You can try this and let us know.

Regards,

Arnold
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Fri, 2009-12-04 15:15
#4
Cristina Boston
User offline. Last seen 14 years 6 weeks ago. Offline
Joined: 22 Jul 2009
Posts: 19
Groups: Civil Engineering
Arnold,

I had 2 resources for this project: M, L for Materials & Labor.

I used the Material Budgeted Cost, Labor Budgeted Cost & Non-Labor Budgeted Cost columns to load the $ amounts. The Total Budgeted Cost column added them automatically.

After doing that, I created a new Global Change to assign the Bell Curve to the above resources. I started with the materials. Then I created a new one for labor.

WHEN: Resource ID is equal M
THEN: Curve = Bell Shape

After Commiting the Change...all my cost columns showed $0.00.

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Fri, 2009-12-04 12:43
#5
Arnold Puy
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Hi Cristina,

In some cases, the "is under" and "equals" are similar. If you don’t mind, can you tell us in detail what happen why your budgeted data disappear?

As I have mentioned in my previous post that, if you had just assigned a curve to your resource using global change then the cost should not disappear.

Regards,

Arnold
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Fri, 2009-12-04 12:05
#6
Cristina Boston
User offline. Last seen 14 years 6 weeks ago. Offline
Joined: 22 Jul 2009
Posts: 19
Groups: Civil Engineering
Arnold,

In terms of using the Global Change, this is what I did:

When: Resource ID - "is equal" - M
Then: Curve = Bell Shape

I used "is equal" not "is under" !!!!!?????
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Fri, 2009-12-04 11:17
#7
Arnold Puy
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Hi Rafael,

In the case of Cristina, if she has a baseline schedule assigned to the current schedule or she kept a backup copy of the baseline then yes she can recover the budget data from the baseline to the current schedule. If how? Then there are two ways to perform the procedure:

1. By using the Update Baseline. This is little bit complicated.
2. By using the Import/Export --> Spreadsheet - (XLS). This is the easiest way.

Regards,

Arnold
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Fri, 2009-12-04 01:20
#8
D Artagnan
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Groups: Civil Engineering, GPC Qatar
i may be wrong but given no changes in activity ids, she can definitely use the budget from the baseline and transfer them.
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Thu, 2009-12-03 18:22
#9
Rafael Davila
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Joined: 1 Mar 2004
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Arnold,

Assuming no longer the budget data is there because the global change erased the data; can you transfer the budget from a baseline schedule?

Usually the budget amounts from a baseline to updates does not changes by much, is on actual and progress where most of the changes are.

If Cristina has a baseline schedule with your help a lot of time might be saved.

Best regards,
Rafael
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Thu, 2009-12-03 16:44
#10
Arnold Puy
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Hi Cristina,

I guess you have done something wrong. If you had just assigned a curve to your resource using global change then the cost should not disappear. The parameter should look like this:

Select Subject Area "Activity Resource Assignments"
Where: Resource ID Name "is under" "Resource ID"
Then: Curve "=" Bell Shaped

Regards,

Arnold

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Thu, 2009-12-03 15:47
#11
Cristina Boston
User offline. Last seen 14 years 6 weeks ago. Offline
Joined: 22 Jul 2009
Posts: 19
Groups: Civil Engineering
Thank you for your response Rafael. I will definitely be more careful from now on before using Global Change.

Well after 7 years of Florida, even in Boston I prefer Margaritas :~)
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Thu, 2009-12-03 14:51
#12
Rafael Davila
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Joined: 1 Mar 2004
Posts: 5241
Groups: Spider Project Team
Cristina:

You can backup your database as per the following reference,

http://primavera.zxlm.cn/kb/prim54984

This will backup all your jobs and enterprise data.

You can also keep separate individual copies of individual jobs in your database, this will be faster, and only specific job data will be stored within your database, your enterprise data will not be backed up.

Backup your database to another hard disk.

Murphy is always around.

If "Boston" in your name is because you are from Boston, it means you will soon get very cold. I survived the Blizzard of 78 when the fifth army came to the rescue of the Mass. National Guard. Just remember, there is hope for a better life, in middle of January I will be on my backyard in shorts having a Pina Colada (LOL).

Best regards,
Rafael
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Thu, 2009-12-03 12:51
#13
Ernesto Montales
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Joined: 23 Mar 2002
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Groups: Pinoy Planning Planet Community
Cristina,

One reason I can think of is the source file you imported doesn’t have the budget data or delete row is turn on.

You could go back to the source file and check it if it contains the budger data you can restore it all again.

Unfortunately there is no way you can recover the data, there’s no undo function. What you can do to prevent it from happening again is before you do any global change be sure that you keep a back up for security.

Hope this help.

Regards,


Ernesto

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