14 Steps to Create Cash Flow From Primavera With Sample File
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7/27/2019 14 Steps to Create Cash Flow From Primavera With Sample File
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14 steps to create cash flow from
primavera with sample fileCashflowcould be created byprimavera6version7 using the reports section,
However i found primavera 6 v7 reports are not very clear that every one can
do it simply, Therefore we are going to see step by step how tocreateplanned
values and earned values using primaverap6v7 reports.
To create Cash Flow Statement using primavera follow the following steps:
1- Open reports section from tools tap then reports then reports as per photo below :
Open report tap in primavera p6
2- From the report group Tabular select the report called CT-01 Monthly Project Cash flowand
then click on wizard icon on the right as per photo below
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
http://www.planningengineer.net/create-gantt-chart-and-cash-flow-using-excel-with-sample-file/http://www.planningengineer.net/create-gantt-chart-and-cash-flow-using-excel-with-sample-file/http://www.planningengineer.net/create-gantt-chart-and-cash-flow-using-excel-with-sample-file/http://www.planningengineer.net/create-gantt-chart-and-cash-flow-using-excel-with-sample-file/http://www.planningengineer.net/top-10-steps-you-should-do-to-be-successful-planning-engineer/http://www.planningengineer.net/top-10-steps-you-should-do-to-be-successful-planning-engineer/http://www.planningengineer.net/top-10-steps-you-should-do-to-be-successful-planning-engineer/http://www.planningengineer.net/how-to-convert-primavera-version-in-30-seconds/http://www.planningengineer.net/how-to-convert-primavera-version-in-30-seconds/http://www.planningengineer.net/how-to-convert-primavera-version-in-30-seconds/http://www.planningengineer.net/l1-create-define-activity-list-and-wbs-from-bill-of-quantities-boq/http://www.planningengineer.net/l1-create-define-activity-list-and-wbs-from-bill-of-quantities-boq/http://www.planningengineer.net/l1-create-define-activity-list-and-wbs-from-bill-of-quantities-boq/http://www.planningengineer.net/oracle-primavera-p6-different-between-activity-percent-complete/http://www.planningengineer.net/oracle-primavera-p6-different-between-activity-percent-complete/http://www.planningengineer.net/oracle-primavera-p6-different-between-activity-percent-complete/http://www.planningengineer.net/differences-between-primavera-p6-and-ms-project-in-planning/http://www.planningengineer.net/differences-between-primavera-p6-and-ms-project-in-planning/http://www.planningengineer.net/oracle-primavera-p6-different-between-activity-percent-complete/http://www.planningengineer.net/l1-create-define-activity-list-and-wbs-from-bill-of-quantities-boq/http://www.planningengineer.net/how-to-convert-primavera-version-in-30-seconds/http://www.planningengineer.net/top-10-steps-you-should-do-to-be-successful-planning-engineer/http://www.planningengineer.net/create-gantt-chart-and-cash-flow-using-excel-with-sample-file/http://www.planningengineer.net/create-gantt-chart-and-cash-flow-using-excel-with-sample-file/ -
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Select monthly cash flow report
3- The report wizard window will open, just click next as per photo below
click next on primavera report
4- From configure selected subject area underactivitiesclick columns
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
http://www.planningengineer.net/l1-create-define-activity-list-and-wbs-from-bill-of-quantities-boq/http://www.planningengineer.net/l1-create-define-activity-list-and-wbs-from-bill-of-quantities-boq/http://www.planningengineer.net/l1-create-define-activity-list-and-wbs-from-bill-of-quantities-boq/http://www.planningengineer.net/l1-create-define-activity-list-and-wbs-from-bill-of-quantities-boq/ -
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click column icon to adjust primavera report
5-from available options on the left underearned valuegroup selectplanned valuecost and earned
value cost (double click to move items from available option on the the left to the selected options
in the right) Then click apply Then OK
select planned value and earned value
6- Then click next
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
http://www.planningengineer.net/evm-earned-value-management/http://www.planningengineer.net/evm-earned-value-management/http://www.planningengineer.net/evm-earned-value-management/http://www.planningengineer.net/evm-earned-value-management/http://www.planningengineer.net/evm-earned-value-management/http://www.planningengineer.net/evm-earned-value-management/http://www.planningengineer.net/evm-earned-value-management/http://www.planningengineer.net/evm-earned-value-management/ -
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Click next in report wizard
7- from the date options click time interval fields.
Select time interval from primavera report
8- from available options on the left under earned value group select earned value cost, cum
earned value cost, planned value cost and cum planned value cost then click OK
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
Formatted: Font: (Default) Verdana, 9 pt,
Font color: Black
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Select earned value and planned value cumulative
9- click next
Click next
10- put your report title then click next
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
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Name the primavera report
11- Congratulations !! report generated click run report
Run the P6 report
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
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12- choose HTMLfileand from output file select the location the report will be saved then click OK
choose HTML file
13- now the internet explorer should open and this step is tricky one , if your internet explorer not
your default browser like if you are using Firefox or Google chrome, go to the location the report
saved and right click the open with internet explorer, otherwise the copy and paste will not work
probably.
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
http://www.planningengineer.net/create-gantt-chart-and-cash-flow-using-excel-with-sample-file/http://www.planningengineer.net/create-gantt-chart-and-cash-flow-using-excel-with-sample-file/http://www.planningengineer.net/create-gantt-chart-and-cash-flow-using-excel-with-sample-file/http://www.planningengineer.net/create-gantt-chart-and-cash-flow-using-excel-with-sample-file/ -
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Open p6 report
You should should see something like this
Primavera P6 Report
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
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14- Copy values of Earned Value, Cum. Earned Value, Planned Value and Cum Planned Value from
internet explorer to anyexcelsheet and createcash floweasily, Ordownloadthe attachedsampleand it
will create the cash flow based on the values from primavera
Download the cash flow report:
Title : Cash flow Sample
Caption : cash flow sample excel sheet
File name : Cash-flow-Sample.xlsx
Size : 536 kB
Copy values from internet explorer to theexcel sheet
Excel sheet
You will get the cash flowchartbased on your inputs
Cash flow chart sample
Formatted: Font: (Default) inherit, 9 pt, BoFont color: Blue, Border: : (No border)
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
Formatted: Font: (Default) Verdana, 9 pt,Font color: Black
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