Oracle Primavera P6 Cost Loading Made Simple (3 of 3)

Cost Loading with Stored Period Actuals, Scenario 3

Cost loading a schedule using resources that are set up to auto calculate $ from Units. Each unit is equal to $ value. The resources are assigned to multiple Activities and we will store period performance

  1. Financial Periods need to be defined by your P6 Admin. They can be defined weekly, Monthly, Quarterly whatever meets your reporting needs (but only one set per database).


  2. Resources Created with $ Associated


  3. In the Activities window, select the activity to be cost loaded and assign the resources adjusting the budgeted units to the desired $ amount along with the duration of resource usage and the lag. (Lag begins count days from the start of the activity.)


  4. The cost curves are displayed based on a flat curve per resource assignment.


  5. You can do individual curves and reports or group them together


  6. In the Resource Assignments window, the cost assignments can be grouped by resource or cost account to display the $ as desired.


  7. The Timescale can be adjusted as required and the $ will be allocated based on the timeframe of the resource loading


  8. The Activity Usage Spreadsheet can also be used to see and report on the cost spread. It also is linked to the timescale. Many reports can be created and run monthly to show this info if required they can also dump this data into csv file which you open in Excel.


  9. Once the progress is entered, you can report on the Actual this period $ (see column 4‐6 above).


  10. After reporting is complete and before the next update you should store the period performance in the correct Financial Period. It is in the Tools menu.


  11. After the “store period performance” utility is run you will see the This Period column go to zero.


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