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Primavera® P6™ Project Management

Primavera® P6™ Project Management

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Published by: kenadya on Nov 25, 2009
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05/11/2014

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Set up a cost account structure and assign codes to activities and/or
resources. Use the cost account structure to track the amount of work
accomplished against the amount of money spent.

Create a cost account hierarchy Choose Enterprise, Cost Accounts.
Click the Cost Account ID column label to display the cost accounts
hierarchy. An outline symbol in the Cost Account ID column label
indicates a hierarchy display.

Select the cost account immediately above and at the same level as the cost
account you want to add, then click Add. Type the cost account’s ID and
name. The cost account ID and name should identify a project component,
such as engineering, hardware, or research. Create cost accounts beneath
each main component to delineate the component’s parts, such as coding
and installation for hardware.

In the Cost Account Description area provide an optional, brief summary
of the cost account. You can use HTML editing features, which include
formatting text, inserting pictures, copying and pasting information from
other document files (while retaining formatting), and adding hyperlinks.

Use these
arrows to
indent/
outdent a
value in the
cost account
hierarchy and
to move a
selected
value up or
down in the
list.

When you indent,
or create a lower-
level cost account,
the module
automatically
prefixes the new
account with the
higher level’s ID.

250 Part 3: Implementing the Schedule

Primavera - Project Management

Set the project default cost account Specify a default cost account
that will be used for resources assigned to activities and project expenses
in the selected project. Choose Enterprise, Projects, to open the Projects
window. Display Project Details by clicking the Display Options bar and
choosing Show on Bottom, Project Details. Click the Defaults tab, select a
project in the upper layout, then click the Browse button in the Cost
Account field. Select the default cost account, then click the Select button.

The module only uses your default cost account for new
resource assignments to activities and new project expenses.
Changing this setting does not affect existing resource
assignments to activities or existing project expenses.

Edit a cost account Choose Enterprise, Cost Accounts. Make sure the
cost accounts hierarchy is displayed; an outline symbol in the Cost
Account ID column label indicates a hierarchy display. Select the cost
account you want to edit. Type a new cost account ID and name. To
change the cost account’s position in the cost accounts hierarchy, click the
appropriate arrow buttons.

If you change a cost account’s ID or name, the change applies
to all activity assignments.

Working with Cost Accounts and Project Expenses 251

Primavera - Project Management

Delete a cost account Choose Enterprise, Cost Accounts. Select the
cost account you want to delete, then click Del./Merge. If the cost account
is assigned to activities or projects, the Cost Account in Use dialog box is
displayed.

To delete the cost account and specify a replacement cost account, choose
Select Replacement Account, click OK, then select a replacement account.
To delete the cost account without specifying a replacement cost account,
choose Delete Account(s), then click OK.

Copy and paste cost accounts Choose Enterprise, Cost Accounts.
Make sure the cost accounts hierarchy is displayed; an outline symbol in
the Cost Account ID column label indicates a hierarchy display. Select the
cost account you want to copy, then click Copy. Select the cost account to
which you want to paste the copied account, then click Paste.

252 Part 3: Implementing the Schedule

Primavera - Project Management

You cannot copy a cost account’s activity and project
assignments.

Cut and paste cost accounts Choose Enterprise, Cost Accounts.
Make sure the cost accounts hierarchy is displayed; an outline symbol in
the Cost Account ID column label indicates a hierarchy display. Select the
cost account you want to cut and paste, then click Cut. Select the cost
account to which you want to move the cut account, then click Paste.

When you cut and paste a cost account, the module maintains
the account’s activity and project assignments.

The copied cost account
displays below the selected
cost account in the
hierarchy, and includes any
lower-level cost accounts in
the copied cost account.

Working with Cost Accounts and Project Expenses 253

Primavera - Project Management

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