When closing prior years (Time Settings & calc Settings), has anyone came up with a workaround that will still allow you to pull certain data from the closed years?  More specifically, I’m looking to close our CT Project for all years prior to 2017.  However, we have some Project Reports that show Life-to-Date cost and some of the projects have costs dating back to 2014.

Initially I was thinking of using some sort of table with the LTD cost through 2016 (Closed Years).  However, what makes if a bit more complicated is when I toggle between active years.  For example, if I’m in 2019, it would be Cost YTD + Cost YTD (2018) + Cost YTD (2017)+Table (with closed year cost)….but if I toggle back in the report to 2018, then it would have to know Cost YTD + Cost YTD (2017)+Table (with closed year cost).

@Doug Copeland,

There is always a trade-off between how far back in time do you want the reports to calculate/pre-process and the overall calculation time it will take to do so. However, certain settings may help you find the right balance that works for you.

(Assuming to Jan - Dec Financial year) You may try the following settings:

• In Project Time Settings:
  • Set the Start date to Jan FY2014.
  • Close all time periods prior to Jan FY2017 in Editable Periods to prevent accidental changes.
• In Project Calculation Settings:
  
  • Set the First date of Report field to Jan FY017.

With these settings, your metrics and data will be computed for all time i.e. from Jan FY2014 till Project End Data (which is required for any historical/trending report), but the reports will only be calculated and viewable from Jan FY2017 onwards. However, the reports will include the data for the historical periods and show the trends across time.

The downside is that this is likely to increase your calc time. Assuming your metrics and transforms calculate fast enough, this may provide a workable solution. Let us know how you go.