Actual Cost/Units are not displayed in Budget
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Actual Cost/Units are not displayed in Budget

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Article ID: 370631

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

Actual Cost/Units are not displayed when a Cost Plan is submitted as a Budget

Steps to Reproduce: 

  1. Create and financially enable a project
  2. Add staff who are financially enabled, they should get auto assigned to the effort task.
  3. If there is not an effort task created, create a new task and assign the resources

In Classic View

  1. Go to Home>>Transaction Entry
  2. Click New
  3. Entry Type = Voucher
  4. Enter Entry Number
  5. Click Save
  6. Click New
  7. Enter in required information, selecting the Investment ID and Task you just created.
  8. Save & Return
  9. Go To Home>>Reports & Jobs>>Jobs
  10. Run Post Transactions to Financial job
  11. Run Post to WIP job

In MUX

  1. Open your project
  2. Go To Financials
  3. Create a new Cost Plan
  4. Add Actual Cost column if it is not already displayed.
  5. You will see the transaction you posted
  6. Click on Cost Plans to go back to Cost plans list page
  7. Make sure the Cost Plan is the plan of record
  8. Right click Cost Plan and select Submit for Approval
  9. Click on Budgets
  10. Click on the Budget Plan
  11. Add Grand Totals via View Options

Expected Result - You should see the Actuals that were in the Cost Plan

Actual Result - There are no Actual Cost shown in the Budget Detail

Environment

Clarity 16.2+

Cause

DE94854

Resolution

Resolved in Clarity version 16.2.3