Primavera P6 Tips Part 2- How To De-progress A Schedule In P6

GOAL

This post explains how to remove progress from a schedule in P6 so that all percent completes are zero and there are no actuals.

SOLUTION

Please perform the following steps to remove the progress from your project in the order that they appear in this list:

1. Choose Enterprise, Projects and select the Calculations tab.   Choose to "Link Budget and At Completion for not started activities" and "Reset Remaining Duration and Units to Original".

If the Calculations Tab is not showing, it needs to be added.  Go to the Projects view and right-click in the details section at the bottom. Choose 'Customize Project Details'. Then select the Calculations option on the left and bring it over to the right. Then click OK.

2. Choose View, Columns and add the columns for Actual Labor Units, Actual Nonlabor Units.
3. Choose Tools, Schedule and set the data date equal to the Project Start Date and schedule. To find the Project Start date, choose Enterprise, Projects. Click on the Dates tab and note the Planned Start date.
4. For the first activity in the list, set the Actual Labor Units to 0. Highlight the activities in this column and choose Edit, Fill Down.
5. For the first activity in the list, set the Actual Nonlabor Units to 0. Highlight the activities in this column and choose Edit, Fill Down.
6. Choose Tools, Global Change and run the 1st Global Change. This will set the Actual Material Units to zero.
7. Run the 2nd global change which sets the activity status to Not Started.

1st Global Change:

Subject Area:
Activity Resource Assignments

If:
Resource Type equals Material

Then:
Actual Material Units = 0

2nd Global Change:

Subject Area:
Activities

If:
Where Activity Status is not equal to Not Started

Then:
Activity Status equals Not Started

If this process is not used you may encounter the following error:

"Cannot set status to Not Started if activity has actuals."

3rd Global Change:

Add duration to activities by running global change for Not Started activities

Subject Area:
Activities

If:
Where Activity Status is equal to Not Started

Then:
Remaining Duration = Original Duration

Reference: Oracle P6 Support