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Using resources instead of expenses to track payments

3 replies [Last post]
Mark Jelenski
User offline. Last seen 12 years 41 weeks ago. Offline
Joined: 29 Jun 2011
Posts: 4
Groups: None

Hello eveyone,

I need help figuring out how to set up a resource to track an expense that is paid out in installments.

Currently I have to create four different activities in a WBS and assign the corresponding expense for that timeline. I want to be able to assign a resource to a single activity and split how the payments are actually made to the vendor as these are large dollar amounts and we want a better way to track the cash flow.

I've tried to set this up but when I run the schedule, the dollar figures get changed and they grow exponentially.

Help would be greatly appreciated.

Thanks

Mark

Replies

Mark Jelenski
User offline. Last seen 12 years 41 weeks ago. Offline
Joined: 29 Jun 2011
Posts: 4
Groups: None

I'm trying to make four payments of 20%, 20%, 20% and 40% of the total spread out over 15 months.

As for the erroneous dollar figures, I realized it was due to how I set up the maximum units per time and I made adjustments. The issue is when I run the schedule after I split up the units to what I want them to be and where I want to see them, Primavera changes my resource usage and divides up my units again.

Gary Whitehead
User offline. Last seen 4 years 46 weeks ago. Offline

What is the payments system you are trying to model? Are we talking X% on delivery, Y% on install, etc? Or $X per month for Y months? Or some other arrangement?

and please describe the procedure you've used which is erronously giving you exponential growth in $

Mike Testro
User offline. Last seen 5 weeks 3 days ago. Offline
Joined: 14 Dec 2005
Posts: 4418

Hi Mark

Do it on excell

Best regards

Mike Testro