Project Actuals missing from Project Grid

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Some actuals appear to be missing from the Project Grid, Ideas Grid or Custom Investments Grid. 

You will see the same behavior on Actuals on the Project List page in Classic.

Environment

All 

Cause

Please check to make sure the Investment Allocation Job is executed after posting Timesheets and Financial actual transactions.

This job updates the total investment-level usage and baseline values for the Projects.

  

Resolution

Read more information on the purpose and overview of the job in additional Knowledge Articles 

** Enhanced ** in Release 16.0.2: 

• Job Renamed to 'Update Investment Allocations and Usage' 
• Job Description = ‘Update Labor Allocations, Actuals, ETC, Total Usage, Baseline Usage and Baseline Variance on Projects, CITs and NPIOs.’ 
• New Job Parameters (single-value lookups) added to the job:
  • Investment name 
  • Manager name
  • OBS Unit
  • OBS Mode 

  

Prior to 16.0.2:

• Job Name = 'Investment Allocation' 
• The job does not process Custom Investment Types (CITs) 

 

 

Additional Information

Description of what the job does (Prior to 16.0.2) 

Communities Post (Broadcom)

What is the Investment Allocation job purpose?

Investment Allocation Job - Purpose & Overview (Broadcom KB)