Actual Cost is not getting reflected for Project in PPM CapEx Module

[Sonu Guleria2]

Hi Experts!
We're facing Issue for Project Cost for PPM CapEx Module.
The Actual Cost is not getting populated in the Project form,
Can anybody help us with the background of the Actual Cost Calculation ?
Any business logic/Script information related to calculation of Actual Cost would be of great help!

Thank you in advance!

[PaulaaO]

Hi Sonu,

What sort of data have you populated in the project so far? Are you using project form and its financial fields, cost plan records, time cards, expense lines? It would be good to understand what you've done so far and where you face challenges.

Thank you.

Paula

[Dheeraj Bharsiy]

Hi Sonu,

While it would be helpful to understand exactly how you're attempting to retrieve actuals at the Project level, I can share some key Business Rules (BRs) that typically play a role in the actuals roll-up process—especially when expense lines are involved.

Assuming you're creating expense lines, and noticing that actuals are not reflecting on the Project, here are a couple of important BRs to review:

BR: Update Planned Task Actual Cost (fm_expense_line)

This business rule is responsible for rolling up the total actuals to the Project’s work_cost (Actual Cost) field. If this isn't firing correctly, the project-level actuals may not update as expected.

 

BR: Update Actuals for Task (fm_expense_line)

This rule ensures that actuals are rolled up to the cost_plan_breakdown table. While this table doesn’t directly impact the Project form, it drives the actuals visible in the Project Workspace. So if you're using the new experience or workspaces, this BR is critical.

[AlfrinAJ]

Hi Sonu!

Actual cost will get tagged to cost plan breakdowns based on the date field in fm_expense_line record.

1. The fm_expense_line record should have cost plan and cost type tagged to it

2. the Expense Line record should have date field populated (date field is the reference under which breakdown that this expense should get tagged to)

3. State of the expense line should be Processed.

Eg: If the Expense Line has Cost Plan tagged as "Capex 01/2025 to 12/2025" with amount as $3000 in expense line

and Date in expense line 21-03-2025

and then the state should change to Processed.

Once the state changes to processed, the Amount mentioned ($3000) will get tagged to the Breakdown that is created for FY25: M03 under "Capex 01/2025 to 12/2025" cost plan in the project. That will rolled up to Actual cost in cost plan and project.

Thanks,

Alfrin.