Update and Review Project or Program Data

Costs, dates, and other financial data can be updated manually or brought in if connected with P6 EPPM using Primavera Gateway or integrated with Primavera Unifier. Typically, the Actuals and Forecast fields are updated, but this all depends on the requirements of the organization.

If the source of the Total Cost for the Planned Budget or Forecast values are the Project Current Budget, Program Current Budget, or a configured project field and have been updated, an indicator appears on the page in the Total Cost field.

If costs are updated through a connection with P6 EPPM or Primavera Unifier, discuss the frequency of the updates with your administrator.

To update or review project or program data:

  1. In the object selector, select a project or program.
  2. From the Main Menu, select Cost and Funds, and then select Cash Flow.
  3. If the cost sheet is the source for Planned Budget or Forecast Actuals values and the Score is out of sync indicator displays in the Total Cost field, perform the following steps:
    1. Select Refresh to pull in the updated Total Cost values.
    2. Update distributed values. Review the Undistributed field to determine the amount that has increased or decreased and reallocate the amounts in the appropriate time periods.
  4. To display curves or variances, select Settings.
    1. In the Settings dialog box, select the curves or variances to review.
    2. Select Save.
  5. To update a curve with values from another curve, select Copy and one of the following options:
    • Planned Budget to Forecast: This is typically done after budget negotiations have completed or the when a project or program has been re-estimated and the project or program manager wants to use the Planned Budget as a basis.
    • At Completion to Forecast: This option copies the At Completion values from the schedule in P6 EPPM to the Forecast curve in the application, enabling project or program managers to review up-to-date information. This option is only available if the application is connected with P6 EPPM.
    • Actual Cost from P6 to Actuals: This option copies the Actual Cost values from the schedule in P6 EPPM to the Actuals curve in the application, enabling project or program managers to adjust the values based on other incoming actuals that are not related to the schedule costs. This option is only available if the application is connected with P6 EPPM.
  6. To update or view additional project or program data, select the Financial Fields detail window.
  7. Select Save.