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The Financial Period Value Does Not Advance After Stored Period Performance Is Executed (Doc ID 2778218.1)

Last updated on JUNE 01, 2021

Applies to:

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



After running Stored Period Performance and selecting a specific Financial Period, the Financial Period should advance to the next period.

However, after the last period is stored, it is not advancing to the next period in line.


The Financial Period value should advance after Stored Period Performance is executed.


The issue can be reproduced at will with the following steps:
1) Log into a P6 v20.12.0.x to 20.12.4.x environment.
2) Click the P6 icon or P6 EPPM link.
3) Go to Administration | Enterprise Data | Financial Periods.
4) Create new Financial Periods (Example:  2021).
5) Go to Projects | EPS.
6) Create a new Project and set the start date (Example: 04-Jan-2021)
7) Go to Projects | Activities.
8) Create a new Activity.
9) Assign a Resource to the activity.
10) Add 10 Actual Units to the Resource Assignment (this should increase the Actual Cost).
11) Go to Projects | Assignments and check the Actual Units, Actual Cost, Period Actual Units and Period Actual Costs in the Spreadsheet.
12) Go to Projects | Activities.
13) Click Actions | Stored Period Performance.
14) Select the Financial Period.
15) Click the Store button.
16) Check the View Service Status to make sure that the Stored Period Performance has completed and then refresh the Activities page.
17) Click Actions | Stored Period Performance.
18) Notice that the Financial Period does not move onto the next period.  It seems to stay on the last period stored.


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