Actual Cost not showing in Portfolio Plan Financials tab

[ManasiK10459800]

Actual Cost is showing Zero in FY26 Opex, however if you see that Actuals is present for Project, in Portfolio Plan Financials Tab.

[miftikhar20 · Accepted solution]

Hi @ManasiK10459800 ,

The Portfolio Planning Financials tab displays the sum of actuals only up to the last processed fiscal period.

That is why FY26 Opex is currently showing as 0, even though actuals exist at the project level.

At the moment, only FY25 processed expense lines are being considered by the system:

• FY25 actuals are reflected correctly.

• FY26 actuals are not displayed.

For reference, please see the two screenshots of the test project:

• Portfolio Planning tab showing actuals only till FY25.
  

• Processed expense lines confirming only FY25 entries are included.
  

This seems to be expected ServiceNow behavior, as the Portfolio Planning tab aggregates actuals only up to the last processed fiscal period.

If my response helped, please mark it as the accepted solution so others can benefit as well.      

[Zack Hilacan1]

Hey @miftikhar20 ,

My processed expenses that I have with the projects are within the fiscal year (FY26), why is it still not showing the actuals?

Thank you in advanced, for your kind response.

[REAN120477]

Hi all!

I have the same situation on my side with the identical Screenshots where no actuals are shown. The argumentation from servicenow is not understandble for me. I have the selected the correct Fiscal Period 2026 and i have ONLY expense lines in 2026 between the last 2 months. i dont see any actuals in the financials tab of the portfolio planning BUT i can see the actuals in the old investment portal correctly. So whats the solution here?? I will open a case for this at the support as well.