From the course: Advanced Primavera P6
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Create financial periods - Primavera Tutorial
From the course: Advanced Primavera P6
Create financial periods
- [Instructor] To create the financial periods, you can do so by going to admin, financial periods. Here, you can add a batch based on your criteria. Now, let's make sure our settings are correct. To do so, we're going to go to our projects window form, and you want to ensure that your project is selected, and go to the calculations tab. The main thing that we want to ensure is that the link actual to date and actual this period units and costs is enabled. If not, go ahead and click the box. Usually, this option is grayed out if the project is not open. Try it out. Create your first financial period.
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Contents
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Converting a baseline to a project39s
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Converting a project to a baseline40s
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Updating the project baseline1m 12s
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Activity usage spreadsheet16s
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Resource Usage spreadsheet36s
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Resource histograms and S-Curves42s
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Activity histograms and S-Curves29s
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Earned value s-curves1m 10s
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Leveling resources1m 8s
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Activity codes1m 25s
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User defined fields (UDFs)51s
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Global changes1m 8s
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Opening multiple projects33s
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Set a default project for multiple projects21s
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Setting baselines for multiple projects59s
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Calculating multiple float paths57s
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Displaying multiple float paths37s
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Performance measurement baseline1m 4s
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Create financial periods42s
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Store period performance1m 13s
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Timescaled logic diagram50s
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Schedule comparison in visualizer1m 5s
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