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Automatically update progress in Primavera: The difference between Apply Actuals and Update Progress

Jun 20

Written by:
20/06/2016 21:06  RssIcon

2

In Primavera, when you need to make a quick update of project (Let’s say everything goes as it’s planned) we have 2 ways of automatically update progress:

  • Apply Actuals
  • Update Progress

1

Here I will only explain what is the difference between these 2 options.

The Apply Actuals function will update any activities with the “Auto Compute Actuals” checkbox marked…

PATTLNK_12212005_160054-cwilkinson-image

…whereas the Update Progress (Progress Spotlight) feature will update activities which fall within the spotlighted region regardless the status of “Auto Compute Actuals” checkbox.

PATTLNK_12212005_155938-cwilkinson-image

And this is the rule when Primavera automatically apply the Actual (in both option):

  • Apply an Actual Start to all Activities that have a Planned Start < Data Date. The Actual Start is set to the Planned Start.
  • Level of Efforts and WBS Summary activites get there dates from other activities.
  • Planned Finish is not changed.
  • Calculates Remaining Duration as the Early Finish-New Data Date.
  • Calculates Actual Duration as Original Duration-Remaining Duration.
  • Calculates Actual Units as Activity % Complete * At Complete Units..
  • If Planned Finish is < Data Date, then an Actual Finish will be applied. The Actual Finish is set to the Planned Finish.
  • Actuals are subtracted from Budgeted values to calculate Remaining values.

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