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eLearning Advanced Topics 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. ©2015 CPM Solutions Ltd. Collaborative Project Management | www.cpmsolutions.ca 1|Page 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 2|Page