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Storing Period Performance Overview
Definition: The Store Period Performance feature enables you to track Actual Units and Actual
Costs by period – weekly, monthly, or quarterly.
 Purpose: Record actuals, planned value, and earned value data for the selected
financial period for trend analysis.
 If past period data changes after you store period performance, you can edit the data in
Financial Period columns in the Activity Table, the Resource Assignments window, or
the Resources tab in Activity Details.
 After each period update, open the Tools menu>Store Period Performance to update the
financial periods and zero out the current period.
Example:
The Actual This Period units accumulate in the Actual Units to Date.
Actual Units to Date
100
Actual This Period
100
Actual Units
0
After Storing Period Performance in the first period, the Actual This Period becomes 0 and the
current period value is transferred to the Period 1 financial period (in reality, this would be a
date).
Actual Units to Date
100
Actual This Period
0
Actual Units
100
After the Period 2 update, the Actual This Period value of 50 is accumulated in the Actual Units
to Date column.
Actual Units to Date
150
Actual This Period
50
Actual Units Period 1
100
Actual units Period 2
0
After Storing Period Performance for Period 2, Actual This Period becomes 0 and the current
period value is transferred to the Period 2 financial period.
Actual Units to Date
150
Actual This Period
0
Actual Units Period 1
100
Actual units Period 2
50
How to Store Past Period Actuals
1.
2.
3.
4.
In the Activities window, update activity data and reschedule the project.
Click on the Tools menu>Store Period Performance.
In the Store Period Performance dialog box, select the current Financial Period.
Click Store Now.
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Collaborative Project Management | www.cpmsolutions.ca
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eLearning Advanced Topics
5. Review the updated activity information. Note that the values for the Actual This Period
Units have been moved to the Period Date Actual Units and Actual Cost columns.
Select the Financial Period to
store the updated activity
information
Viewing Financial Period Data in Columns
Before adding financial period columns to the Activity layout or the Resource tab in the Activity
Details, edit the User Preferences and specify the financial periods that will be available to view.
1. Click on the Edit menu>User Preferences.
2. Open the Application tab.
3. In the Columns section, click on the browse buttons to Select financial periods to view in
columns.
a. Note: If you want to view a specific financial period that each of the boxes should
display the same financial period.
4. Click Close.
Once you have indicated which financial period(s) to display, add the financial period columns to
the Activity Table:





Actual Expense Cost
Actual Labor Cost
Actual Labor Units
Actual Material Cost
Actual Nonlabor Cost





Actual Nonlabor Units
Earned Value Cost
Earned Value Labor Units
Planned Value Cost
Planned Value Labor Units
You can change the columns of the Activity Details, Resource tab, to display Actual Cost and
Actual Units columns for any financial period.
Also, after you display the desired columns, you can edit any past period actual data for any
financial period in the columns.
©2015 CPM Solutions Ltd.
Collaborative Project Management | www.cpmsolutions.ca
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