When do we use “Store Period Performance” function?

What Does Store Period Performance Do

Using the Store Period Performance feature, you can track actual units and costs to date each time the schedule is updated. For example, if you increase the actual this period by 50, the Project Management module increases the Actual to Date by the same amount.

At the end of each financial period, reset the Actual This Period values of all activities and assignments to zero by choosing Tools, Store Period Performance. Resetting the Actual This Period values does not affect Actual to Date values; rather, it prepares you to begin tracking new use for the current period.

Storing period performance records actuals for the selected financial period along with earned value and planned value, so you can track previous periods and compare current and future trends. If past period data changes after you store period performance, you can edit the data in financial period columns of the Activity Table, Resource Assignments window, and the Resources tab of Activity Details.

Your projects may be scheduled to update every two weeks, monthly, or even quarterly. To track actual costs and progress recorded, update your schedule at the times established in the Financial Periods dictionary, then store period performance at the end of the update period and before the start of the next schedule update.

Financial Periods

The Project Management module enables you to define your organization’s global financial periods in the Financial Periods dialog box. Customized financial periods provide more accurate display and reporting of actual units and costs. Rather than spreading costs evenly throughout the length of a project, users can view how actual costs were incurred by customized financial period.

If your organization always updates the schedule according to the same time interval (i.e., every week, every month, every quarter, etc.), you can quickly create a batch of financial periods. If the schedule may be updated irregularly, you can create a single financial period at any time.

When financial periods exist in the Financial Period dictionary, users can store period performance (past period actuals) for any predefined period. The past period actual values can be edited for any financial period in columns of the Activity Table and Activity Details, Resources tab. Past period actual spreads per financial period can be viewed in the Activity Usage Spreadsheet and Resource Usage Spreadsheet.

In my real project

In my project, I receive updated data from construction team every month. However, they never update data correctly in that period.

For example, this month is December, most of activity they update start and finish within December but there are always some activities which is updated in November or even in October. (They said they forget to update those activities in November so now they update it this month).

In this case P6 will add some more units to November and make your November report wrong. You have sent November report to other parties and it can not be edited. So, the only solution is you move all November “mistake” unit to December.

You can use Excel to save figure of November and December. Then we can have Actual this month by taking December minus November.

However, we can do this in Primavera.

First in November you need to run Tool -> Store period performance, to storage Actual Units (in fact this is the cumulative actual unit) to November period.

In December you just update as normal. Now you can show the “Actual This Period Units” column. And that’s the data we need.

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4 thoughts on “When do we use “Store Period Performance” function?

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  1. When in Enterprise structure there is a ‘calculations’ tab that allows us to set Actual Units or Cost by choosing to “add actual to remaining” or “subtract Actual from At Completion”. This function tool will present correct status when input correctly, + or – to baseline. This actuals update needs to be logged prior to re calculating, (F9).

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  2. Hi, I’m curious about your non-labor units. What is the unit of measure? Do they calculate differently than labor units? For instance can they automatically record actuals each period based on physical percent complete?

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    1. Hi Terry,
      The unit of measure is hour, just like Labor units. There is no difference.
      It is just a habit that I use non-labor in this case. You can use labor. Nothing is different.

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