Checklist: Progressing Resource & Cost-loaded Activities in Primavera P6

Another handy checklist and walk through. Quickly review the steps to progress Resource and Cost-loaded Activities in Primavera P6.

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Let’s pull everything together and review using this handy progressing checklist that I’ve put together for you, this checklist will help you progress resource and cost loaded activities to completion or in progress, so we've covered everything that we saw in the lesson, let’s start by progressing a completed activity and we’ll go through the checklist.

Step one is to start on the status tab and to progress the dates and durations, simply you want to work with marking your activity started to indicate you’re giving progress set your actual start date, mark it finish set your actual finish date, if you follow those steps you should end up with proper actual duration calculated over here.

Second step then is to move to the resources tab where we saw that we want to progress our actual units, how many units have been actually completed or worked or used in terms of materials if you’re using those, and also accept or override the actual cost, so the actual cost will be calculated actual unit’s times price per unit gives you the actual cost, or you also just type in there and put in your own actual cost if things have shifted.

Step three is to work in the expenses tab, on the expenses tab you can go ahead and indicate the actual units and in this case, notice I have more than one actual unit and that’s because in step two I actuall...

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