Actual Cost To Date is not getting updated on the New project Workspace

[zeeshan ahmed]

Hi Everyone,

I have installed New project workspace and i see , Actual cost to Date is widget not showing the actual cost .

Project sample has expense line with state as processed .

Actual cost shows on the Native UI of the project.

Actual cost shows on classic project workspace 

Actual cost is not showing on the New project workspace.

Please see the attached screenshots

Please let me know if iam missing something here.

Thanks in advance

@Namita Mishra please for your inputs , Thanks in advance

[Namita Mishra]

Hi @zeeshan ahmed ,

I have just tested in my Xanadu instance and it is updating the cost correctly in the widget.

One possibility could be that you are updating the sub project and trying to check the actual cost in the parent cost, and if this is the case then you need to check that property - Enable project cost rollup (estimated and actual) - updating the cost of a project task will update the cost of its parent - is set to true.

Here is the doc link.

Thanks,

Namita Mishra

[zeeshan ahmed]

Hi @Namita Mishra ,

This is my current version :glide-washingtondc-12-20-2023__patch4-hotfix1-06-10-2024

I updated the parent project only , not the sub project or project task.

if you see my screenshots its Actual cost getting updated in Native UI of Project & as well as in classic project workspace  but not in New project workspace

[Vinay3 · Accepted solution]

Hi @zeeshan ahmed , the new financials screen only shows actual costs for past fiscal periods. Actual costs from current fiscal period are not considered in the 'Actuals to date' column and widget as displayed in the info icon message below .

This is to align with the new column layout of the financials screen which shows 'Actual cost' for past fiscal periods and planned cost for current and future fiscal periods. These values together should the Estimate at completion value for the cost plan (Actual cost for past fiscal periods + Planned cost for current and future fiscal periods), which can be compared with the allocated budget using the new 'budget vs cost' view to check if the project is over or within the budget.

If the user wants to see actual costs recorded agains current fiscal period for the cost plans, they can use the 'view expense lines' option on the cell context menu and see the actual costs recorded so far for current month. Once the fiscal period is past, the screen automatically shows the actual costs as shown below for FY24: M08 

[gatotaco]

I am having the same exact problem. We just updated to Washington DC, Patch 4 Hotfix 1B and then had to update Portfolio Planning to 8.3.1 and Project Workspace to 5.2. The behavior is exactly the same:

• Actual cost shows on the Native UI of the project.
• Actual cost shows on classic project workspace 
• Actual cost is not showing on the New project workspace.

What makes this odder is that I've created two new identical expenses and one is being calculated but the other is not.

Edit:

From what I can tell there are two things going on here:

• Notice that the verbiage for the top column has changed from “Actual Cost” to “Actual Cost to Date” The expense’s date needs to be in the past for it to pick it up for this calculation now.
• Changing the date of the expense does not automatically cause recalculation. I had to set the expense to “pending” and back to “processing”.
• When moving an expense either from the future to the past or vice versa it does not seem to recalculate the Actual Cost.