I determined what the actual start of the tasks were based on their first actual costs from the first costs from accounting. Be careful with some of your settings at the project level as well. Once I realized this, I cleared them and reloaded the data into Primavera P6 and things were good. I should have removed all the actuals that were manually input, as they threw off the actual totals in the period values. I made a few mistakes that made this take a bit longer than it should have. I copied and pasted the data from accounting and loaded it from excel… I then merged the current period values from the second pull from accounting and loaded those up.įor the most part, this went well and was very fast. I was not sure how long this would take me manually, and I was not planning to find out. Now it was time for loading the actual financial period data for the last few years. I cleaned up the old names and loaded new periods for 5 more years in less than 10 minutes into our Sandbox…much better. It took me over 45 minutes, a horrible waste of time and not needed if we had P6-Loader v4 up there. The standard for monthly periods in the dictionary is and I do not like the waste of real estate in this format, so I manually changed them to 2015-09 for 5 years out!
![primavera p6 cost primavera p6 cost](https://www.app-consultoria.com/wp-content/uploads/2019/11/primavera-p6-analytics-graphics-3.jpg)
I exported the P6 file from the client and I was off! Boy I wish we had the v4 up on their system because not only did I want to get the project loaded in, I realized I wanted to clean up the dictionary as well! This client owned version 3 of the P6-Loader so they did not have the modules I needed. I am too lazy to do it manually in Primavera P6, so out came the P6-Loader v4.
![primavera p6 cost primavera p6 cost](https://tensix.com/wp-content/uploads/2018/05/Create-A-Monthly-Cost-Report-In-P6-Fig-1.jpg)
So we took an extract from accounting and we needed to get 18-24 months of back actuals inputted. This was a great decision, particularly since the management team likes what they are getting out of P6 for cash-flows and want to start comparing progress to the baseline. Now, as these things go, after the client learnt more about P6-EPPM’s functionality and saw that we can get monthly financial periods inputted very easily with the P6-Loader, they changed their mind and wanted to get all the back months loaded in their proper financial period buckets. They decided to just put in actuals to date into the current period bucket and then go forward from there using the financial periods. In helping a new client and new Primavera P6 user input their actuals to date for a project that had been on the go for about 18-24 months, they did not want to go back and input all the actuals for each financial period for 20.