14
A specialized website in construction planning and project management Hom e Premium Category Q &A Jobs PaidServices ContactU s 14stepstocreatecashflow from prim averaw ithsam plefile Home Planning Using Primavera 14 steps to create cash flow from primavera with sample file Cash flow could be createdbyprim avera6 version 7 using the reportssection,H ow ever ifoundprim avera6v7 MS Project 2010 Training ict.nextu.com.sg/ Learn Project 2010 and earn 21 PDUs UTAP Funding up to $250* Search oursite Login Claim70% Funding w w w.crow nsys.com OraclePrim avera P Managem entSoft w Consultation Type 19 Share Share Page 1 of 14 14 steps to create cash flow from primavera with sample file | Planning Engineer 2/9/2014 http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

14 Steps to Create Cash Flow Fr

Embed Size (px)

Citation preview

A specialized website in construction planning and project management

Hom e Prem ium Category

Q & A Jobs Paid Services

Contact Us

14 steps to create cash flow from prim avera with sam ple file

Home Planning Using Primavera 14 steps to create cash flow from primavera with sample file

Cash flow could be created by prim avera 6 version 7 using the reports section, However i found prim avera 6 v7

MS Project 2010 Trainingict.nextu.com.sg/

Learn Project 2010 and earn 21 PDUs UTAP Funding up to $250*

Search

our site

Login

Claim 70% Fundingwww.crownsys.com

Oracle Prim avera P

M anagem ent Softw

Consultation

Type

19

ShareShare

Page 1 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

reports are not very clearthat every one can do it sim ply,  Therefore we are going to see step by step how to create planned values and earned values using prim avera p6 v7 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

► Primavera P6 ► Learn Primavera ► Pla

Username:

Password:

Remember Me

Register | Lost your Password?

Log In

19

ShareShare

Page 2 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

2- From the report group Tabular select the report called CT-01 Monthly Project Cash flow and then click on wizard icon on the right as per photo below

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 under activities click columns

Tags

Activity

Duration

align

align

aligncenter

Budget At

Completion

Cash Flowcmamad idcompleting

de

Engineering

engineering careersexam

19

ShareShare

Page 3 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

click column icon to adjust primavera report

5-from available options on the left under earned value group select planned value cost 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

excelexcel templateid

attachment

ingenieurmanagementmethod of statementmethod statementmicrosoft excelMicrosoft

Project

mobid

mobid adnbsp nbsp

planningplanning engineerplanning engineersPlanning Engineer salaryPMI

PMPpmp examPrimaveraprimavera p6Projectproject manageme

19

ShareShare

Page 4 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

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

project management planproject managerprojet

Qatar

salairesalaryscheduletimetime scheduleWBS

work

19

ShareShare

Page 5 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

Select earned value and planned value cumulative

9- click next

Click next

10- put your report title then click next

19

ShareShare

Page 6 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

Name the primavera report

11- Congratulations !! report generated click run report

Run the P6 report

12- choose HTML file and from output file select the location the report will be saved then click OK

19

ShareShare

Page 7 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

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.

19

ShareShare

Page 8 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

Open p6 report

You should should see something like this

19

ShareShare

Page 9 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

Primavera P6 Report

14- Copy values of Earned Value, Cum. Earned Value, Planned Value and Cum Planned Value from internet explorer to any excel sheet and create cash flow easily, Or download the attached sample and it will create the cash flow based on the values from primavera

Download the cash flow report:

• Title: Cash flow SampleCaption: cash flow sample excel sheet Filename: Cash-flow-Sample.xlsxSize: 536 kB

Copy values from internet explorer to the excel sheet

Excel sheet

You will get the cash flow chart based on your inputs

19

ShareShare

Page 10 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

Cash flow chart sample

Recom m ended M aterials to Learn Prim avera

Oracle Prim avera P6 Version

8

Project Planning and

Control Using Oracle

Prim avera P6

Project Planning & Control Using

Prim avera P6

19

ShareShare

Page 11 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

Share it now!

3

Share

0

About the author

Hany Ismael is a Civil Engineer BSc, Project Management

Professional certified PMP, MSc student at Liverpool

University, involved in construction projects since 11

years, and working as a Planning Manager. He likes to share Project

Microsoft Courses in SGwww.intellisoft.com.sg/microsoft

Take The Next Step in Your Career. Take Microsoft Certification Course

27

LikeLike

19

ShareShare

January 2, 2013 By Hany Ismael

Planning Using Primavera 6 Comments

Cash Flow cash flow report

Cash flow Sample cash flow steps

earned value earned value cost

excel cash flow excel sheet internet explorer

Monthly Project Cash flow planned value

planned value cost pr v7 cash flow

primavera cash flow primavera HTML

primavera p6 v7 reports

primavera Tabular report

19

ShareShare

Page 12 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

January 4, 2013 at 8:28 pm

January 29, 2013 at 5:01 am

6 thoughts on “14 steps to create cash flow from prim avera with sam ple file”

Log in to Reply

Hasan Jlelaty

thank you

Log in to Reply

Hassaan Akram

Thanks a lot! Now if we want this P6 report in excel format, what to do?

Log in to Reply

ةبوجا و ةلئسا اناجم نيالنوا ىب ما ىب ناحتما PMPجماربلا ةبيقح و جمانربلا و عورشملا نيب قرفلا project, program and Portfolio

Management Information and follow the rabid update of Project

Management Tools such as Primavera and Excel. Google

Related posts

Do nottrust plannitoolsJanuary

5, 2014

How toplan activitiwith limitedresourin primavDecem

19, 201

ProjecManagCase S

2000 PDecem

2013

How toavoid negatifloat inprimavtime schedNovem

9, 2013

Week PrimavDiscus-oil storagfacilityprojecSeptem

30, 201

Week PrimavDiscus-consta housthree fSeptem

2013

19

ShareShare

Page 13 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...

February 7, 2013 at 7:49 pm

April 29, 2013 at 1:36 pm

July 8, 2013 at 8:32 am

October 21, 2013 at 5:14 am

Isra Abu Saadeh

thanks many.

Log in to Reply

Abu Afnan Dawood Chughtai

thnks

Log in to Reply

Sefa Gencer

Thanks. It is usefull. I use P6 R8.3 but do not know how to get cash flow. Anybody knows that?

Log in to Reply

Zarmina Popal

hello, friends, I created cash flow tabulate for quarter report but the Actual cast is very less than what i wanted. Can any body help me in this regard?

Leave a Reply You must be logged in to post a comment.

PlanningEngineer.Net

0

3

Share

27

LikeLike

19

ShareShare

Page 14 of 1414 steps to create cash flow from primavera with sample file | Planning Engineer

2/9/2014http://www.planningengineer.net/14-steps-to-create-cash-flow-from-primavera-with-sample...