Tips on using this forum..

(1) Explain your problem, don't simply post "This isn't working". What were you doing when you faced the problem? What have you tried to resolve - did you look for a solution using "Search" ? Has it happened just once or several times?

(2) It's also good to get feedback when a solution is found, return to the original post to explain how it was resolved so that more people can also use the results.

Get Remaining costs updated after actuals updated

3 replies [Last post]
Yann Boquillon
User offline. Last seen 2 years 21 weeks ago. Offline
Joined: 22 Apr 2016
Posts: 7
Groups: None

Hello everyone,

this is my first post on this forum but I've been coming here for years when I was looking for some answers. I've been using the search tool but as I couldn't find anything I thought I would ask your opinion.

Normally when I create an activity I assign a resource and a Budgeted cost. Every monthly updates I would update actual costs and the remaining costs would be calculated accordingly (Remaining = Budget - Actuals).

However if I ever modify the Remaining costs (deconnecting it from Budget costs), or on some specific activities it seems that when I update actuals the remaining costs will stay fixed as if carved in stone.

Is there a setting that affects the way Remaining costs are calculated per activity? (I know this is not a project settings as I have other activities calculating Remaining costs the "usual" way in the same project)

 

Thanks in advance.

Replies

Zoltan Palffy
User offline. Last seen 18 hours 58 min ago. Offline
Joined: 13 Jul 2009
Posts: 2739
Groups: None

if you are tracking actuals precisely to match SAP accounting values why would'nt you just import these values ?

Yann Boquillon
User offline. Last seen 2 years 21 weeks ago. Offline
Joined: 22 Apr 2016
Posts: 7
Groups: None

Hi Zoltan,

thank you for your reply.

I am not tracking units in my schedule (I have deactivated "Calculate costs from units" option just in case). I update the actual costs manually (using Financial period costs) and I would like the remaining costs do go down when I input actuals.

"Also in the projects directory under the calculations tab make sure that Recalculate actual units and costs whine duration % complete change" : thank you but I am tracking my actuals precisely to match SAP accounting values so I wouldn't want that :-)
Zoltan Palffy
User offline. Last seen 18 hours 58 min ago. Offline
Joined: 13 Jul 2009
Posts: 2739
Groups: None

if you are tracking both manhours (budgeted labor units) costs (budgeted labor costs) then the actual units will update automatically but the actual costs you will have to do this manually. 

If you are not tracking manhours then use the budgeted labor units to track your costs and make sure that in the resource directory for the resource that you are using that Auto Compute Actuals is checked.  

Make sure that you use duration % complete

Also in the projects directory under the calculations tab make sure that Recalculate actual units and costs whine duration % complete change