Updating actuals


31-Mar-2017 21:52

Ask any Business Analyst about their professional challenges and almost always the number one frustration on their list is: the time consuming, tedious burden of maintaining formulas and updating data in excel spreadsheets.

Even something as simple as a new name for an existing account can create havoc and lead to several hours of tedious troubleshooting and model updating.

Let’s look at a few of the ways in which you can track progress on a fairly typical small project.

The first thing to do when you are updating progress is to set the project status date.

The Spotlight may be moved to reflect the new Data Date by either: Unlike P3 and Sure Trak, this Primavera Contractor Spotlight facility uses the Planned Start and Planned Finish dates (not the Early Start and Early Finish) for setting the Actual Start and Actual Finish dates of in-progress activities.

Thus, when the Planned Dates of an in-progress activity are different from the Actual Start and Early Finish dates and the task is Autostatused to be complete, then both these dates are set to the Planned dates and the Actual Start may be changed and the Actual Finish not set to the original Early Finish. Project management services specialize in planning, coordinating, and executing projects according to requirements and constraints.

It is sometimes easier to Autostatus a project with functions like Progress Spotlight and then adjust the Actuals as a second step in the statusing process, especially if the project is going to plan.

This function is similar to the P3 Progress Spotlight function; however, it does not have the additional Sure Trak features of reversing progress and not updating the resources.

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Over the next few days I will share some of the mundane tasks I handled regularly in Excel and how Anaplan eliminates these painful processes.Although you may be recording progress on the day you collated the information you’re using, it’s often the case that the recording of progress lags behind the collation.