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Period Actual Costs and Units Does Not Show in Assignments Spreadsheet (Doc ID 2693467.1)

Last updated on JUNE 29, 2021

Applies to:

Primavera P6 Enterprise Project Portfolio Management Cloud Service - Version 19.12 and later
Primavera P6 Enterprise Project Portfolio Management - Version 19.12 and later
Information in this document applies to any platform.

Symptoms

ACTUAL BEHAVIOR

Period Actual Costs and Period Actual Units fields are empty unless additional fields like Planned Units is added.

EXPECTED BEHAVIOR

Period Actual Costs and Period Actual Units fields display data as expected.

STEPS

The issue can be reproduced at will with the following steps:

  1. Log into P6.
  2. Go to Project | EPS.
  3. Create a new project.
  4. Go to Project | Activities.
  5. Create a new activity.
  6. Assign a resource.
  7. Schedule the project.
  8. Start the activity.
  9. Add actual units and costs to the resource assignment.
  10. Do a Store Period Performance.
  11. Go to Project | Assignments or Resource | Assignments.
  12. Customize View.
  13. Select Spreadsheet and add the "Period Actual Cost" and "Period Actual Units" fields to the Selected Columns.
  14. Set the Timescale to Financial Period.
  15. Click Apply.
  16. Notice that the Period Actual Costs and Period Actual Units fields are empty for Financial Period.
  17. Customize View.
  18. Select Spreadsheet and add any new field to the Selected Columns (e.g. Planned Units).
  19. Click Apply.
  20. Notice that the Period Actual Costs and Period Actual Units fields now contain values for Financial Period.

Changes

 

Cause

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