Budget to Forecast View doesn't update forecast with change to Plan of Record in New UX
Updated On:23-03-2020 11:03
Clarity PPM SaaS, Clarity PPM On Premise
In the New User Experience (UX), the Budget Plan view of Budget to Forecast doesn't reflect changes from a new Cost Plan of Record when compared to the Budget Plan.
Steps to reproduce:
Create a financially enabled Project with a duration of 5 years.
Create a Cost Plan with Cost Type and Transaction Class for the duration of the project with Annual periods for the 5 year duration of the project.
Populate the Cost Plan with values for combinations of Cost Type and Transaction Class with values for the 5 years
Submit the Cost Plan and approve it as the Budget Plan
Copy the Cost Plan of Record and make changes to the values
Make the new Cost Plan the Plan of Record
Open the Budget and Select the View of Budget to Forecast
Expected Results: See variances due to changes in the forecast coming from new Cost Plan of Record
Actual Results: No variances
Release : 15.7.1
Component : CA PPM SAAS APPLICATION
This is working by design. The forecasts (and variances) are always calculated from the original Cost Plan which was used for Budget submission, and not from the new Plan of Record cost plan (if the POR changed).
When the budget is submitted itself, a "copy" of the Cost Plan is made for use as Budget, and all calculations happen on the "copy" and not on the Cost Plan.
For current and future time periods, Forecast = Planned
Forecast (Calculated) = Actual + Forecast Remaining
Forecast Remaining = Actual Cost (posted through the last complete fiscal period) + Planned Cost (remaining in the cost plan of record after the last complete fiscal period)
For example, the time period is set to monthly and the project as of date is 05/20/2018. Here, the Forecast remaining is actual cost through 04/30/2018 plus planned cost in fiscal periods after the fiscal period ending 04/30/2018.