10/20/22, 4:04 PM How to Update Actual Project Progress in Primavera - Primavera Reader

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How to Update Actual Project Progress in

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The following is an example of project activities progress as of February 25, 2021:

Activity ID Activity Name Started Finished %

  Design and Engineering      

1-Jul-
    HP1000 Design Building Addition 1-Sep-21 100%
21

Start Office Building Addition 1-Jul-

    HP1010   100%
Project 21

24-Aug- 17-Sep-
    HP1030 Review and Approve Designs 100%
21 21

Assemble Technical Data for Heat 23-Sep- 29-Sep-

    HP1050 100%
Pump 21 21

Review Technical Data on Heat 28-Sep- 18-Oct-

    HP1160 100%
Pumps 21 21

  Foundation      

20-Sep-
    HP1090 Begin Building Construction   100%
21

20-Sep-
    HP1100 Site Preparation 9-Nov-21 100%
21

11-Nov- 10-Dec-
    HP1230 Excavation 100%
21 21

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    HP1320 Install Underground Water Lines 8-Dec- 14-Dec- 100%

21 21

Install Underground Electric 3-Dec- 11-Dec-

    HP1330 100%
Conduit 21 21

28-Dec- 27-Jan-
    HP1340 Form/Pour Concrete Footings 100%
21 22

1-Feb-
    HP1350 Concrete Foundation Walls   70%
22

  Mechanical/Electrical
     
Systems

    HVAC        

Prepare and Solicit Bids for Heat 21-Oct-

      HP1190 6-Nov-21 100%
Pump 21

11-Nov- 21-Nov-
      HP1240 Review Bids for Heat Pump 100%
21 21

23-Nov- 30-Nov-
      HP1270 Award Contract for Heat Pump 100%
21 21

Fabricate and Deliver Heat Pump 1-Dec-

      HP1290   14%
and Controls 21

  Exterior Finishes      

    Brick      

20-Sep-
      HP1040 Assemble Brick Samples   100%
21

20-Sep- 18-Oct-
      HP1070 Review and Approve Brick Samples 100%
21 21

Prepare and Solicit Bids for Brick 19-Oct-

      HP1180 4-Nov-21 100%
Exterior 21

5-Nov- 23-Nov-
      HP1220 Review Bids for Brick 100%
21 21

      HP1260 Award Contract for Brick 24-Nov- 29-Nov- 100%

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21 21

30-Nov- 30-Nov-
      HP1280 Deliver Brick 100%
21 21

  Interior Finishes      

    Floor and Carpeting      

Assemble and Submit Flooring 20-Sep-

      HP1060   100%
Samples 21

20-Sep- 18-Oct-
      HP1080 Review and Approve Flooring 100%
21 21

19-Oct- 16-Nov-
      HP1170 Prepare and Solicit Bids for Flooring 100%
21 21

18-Nov-
      HP1250 Review Bids for Flooring 4-Dec-21 100%
21

6-Dec-
      HP1300 Award Contract for Flooring 9-Dec-21 100%
21

10-Dec-
      HP1310 Fabricate and Deliver Flooring   23%
21

For ongoing Activities with Percent Complete Type Physical, as activity HP1350, fill in the Remaining
Duration column with the remaining time required. The example for the HP1350 activity is filled with
six days.

Also, read How to create a baseline in Primavera.

Otherwise, the remaining duration will be calculated automatically for activities that are still in
progress using Percent Complete Type Duration (HP1290 and HP1310).

The steps to update the actual data, according to the data table above, are as follows:

Open the project to be updated. In this example, open the EC005011 Haitang Corporate Park
project.
To fill in the actual date, select the activity for which you want to enter the actual date.
In the Details section, select the Status tab.

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Click on the Checklist column in the Started section for activities that have started and the
Finished column if the activity has been completed (completed).

If your actual date is different from the planned date, you can change it by clicking on the three-
dot box […] on the right side of the date and then selecting the actual date.
For activities that are still in progress enter only the start date, as below. To fill in the percentage
of activity completion (HP1350), fill it in the Physical % column, or you can fill it in the Activity %
Complete column. Fill in according to the progress of the activity.

Note: The % Complete type will match one of the percent Complete types you selected, which are:
Duration, Physical, or Units.

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If your choice is Duration, then the display in the Details -> Status section, as below:

If your choice is Physical, then the display in the Details -> Status section, as below:

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If your choice is Units, then the display in the Details -> Status section, as below:

Continue to fill in the actual data as shown in the table below.

At the HP1100 activity on the STEP tab, check the Completed column by clicking on it. Also, fill in
the actual data (Started, Finished) and % Progress according to the data given in the table.

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Enter the Auto Compute Actuals column in the activity table. If activities have the same actual
date as the Baseline date (initial plan), click on the Auto Compute Actuals column.

If you do not click on the Auto Compute Actuals column, then the activities that which actual date has
not been filled in and the baseline date is less than the Cutoff Date will shift to the same as the Cutoff
Date (New Data Date) + 1 day, after the Apply Actuals.

For example, if the activity has not started yet, the plan will start one day after the cutoff date (October
31, 2021, will start on November 1, 2021). Or, if the activity is still in progress, the remaining duration
will be calculated from the cutoff date.

The difference between Apply Actuals and Schedule [F9] is that all activity dates on the Apply Actuals
that do not contain the actual date will be shifted to one day after the cutoff date (rather than

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sequentially according to the relationship), as shown in the example image below:

While in Schedule [F9], all activities will shift according to their relationship (sequential) starting from
the scheduling date, as shown in the example below:

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Next go to Tools menu -> Apply Actuals…, fill in the New Data Date column with February 25,
2022. This date is the actual Cuttoff Date date. After that, click the Apply button.

The results are as follows:

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Primavera Reader
Project Management & Tools

• Then, you can reschedule (Tools -> Schedule…) using the Cutoff Date (Current Data Date) on
February 25, 2022.

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Result:

Also, read step by step tutorial Primavera.

Edwin
Blogger at Primaverareader

I am a father of 2 children interested in many things related to nature and go green. Currently participating in
construction project related to schedule management.

Some of what I write on this blog is part of my experience that I think can be helpful to read.

Hobbies: Spending time with family, learning valuable knowledge, and sharing valuable experiences.

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Post Comment

3 comments
Adji
October 26, 2021 at 4:02 am

The update actuals images (figures) from 1 to 13 are not visible (do not appear). Please fix this problem.

Reply

Ilham
December 3, 2021 at 10:49 pm

It has been resolved, and thank you for informing me.

Reply

Adji
October 26, 2021 at 4:03 am

The update actuals images (figures) from 1 to 13 are not visible (do not appear). Please fix this problem.

Reply

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