PRIMAVERA P6 TIPS & TRICKS - RESOURCE PROGRESSING USING GLOBAL CHANGE
Stephen Clements
Planning Manager/Lead Planner/P6 Overlord SME/Master Trainer of Master Trainers/Primavera Ultra Consultant/PMC Planning & P6 Implementation Global Specialist
We all know how time-consuming progressing activities in P6 is, but what about progressing resources?
1.????? It takes way too long updating manually in the activity or resource assignment window.
2.????? We tried excel. With great care & backups & fingers crossed, it can work, but risky to allow.
3.????? What about Global Change? Some say its risky! Hogwarts!
4.????? But how? You can combine excel imports with GC. Works ok.
GLOBAL CHANGE RESOURCE PROGRESSING STEPS:
1.????? Make a copy of the schedule.
2.????? Progress the schedule, updating % complete on activities.
3.????? Make another schedule copy.
4.????? Create a Number UDF in the activities window – call it ACT%.
5.???? Create a Number UDF in the resource assignments subject Area – call it RES%
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6.???? Setup this global change to capture % complete in the activities table, then run it & save it. It has to be a UDF.
7.???? ?Change Subject Area & create this GC, then run it, save it. This populates a UDF with activity % complete in the resource assignments window. Dont forget to add the column. Add additional filters to exclude milestones.
8.???? Check for activities in progress with resources but no % complete and fix them.
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9.???? Completed activities are easy. Do all resources or filter on selected.
10. So are In Progress. Assume or check/fix that the budget is right first.
?Hope this saves you hundreds of hour and eliminates mistakes.