PPM Resource Actuals Calculation

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Article ID: 107038

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Updated On:

Products

CLARITY PPM FOR ITG CLARITY PPM FEDERAL Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction



Actuals for expense resources are showing an unexpected value on their task assignments. 

How are the Actuals from financial transactions being calculated for different types of resources?

Environment

Release: CODFSS99000-15.4.1-PPM SAAS FedRAMP-Sandbox-Small Environment
Component:

Resolution

  • For a Non-Expense resource (Labor/Material/Equipment), the Actuals is Quantity. 
  • For an Expense resource, the Actuals is Amount (Quantity * Rate). For expense resources the recommendation is to use 1 for the Rate.