Budget cost on project form

gay
Tera Contributor

Hi,

According to wiki, project will get the budget cost populated based on the budget allocations of the portfolio to which the project is related.

When i allocate budget to a portfolio after selecting a project, i could not see the budget cost auto populated. Can you please let us know why

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Thanks

23 REPLIES 23

akankshaaggarwa
ServiceNow Employee
ServiceNow Employee

Hi Gayatri



We already have a problem(PRB720085) logged for this issue and fix is targeted for Helsinki Patch 8. As a workaround,


you can add this line


(new PPMTaskEntityUpdater()).updateBudgetCost(current);


to last of allocateEntityFundAcrossPeriods function in PPMFundAllocator script include.


Hi Akanksha,



Thanks for your suggestion. Now budget cost is getting populated on project form once i allocate budget on a portfolio.


I could see a difference in the value of budget cost that is getting populated and the budget i allocated on portfolio.


I added a project with estimated cost 2000(capex) to a portfolio of capex target 3000. I allocated 1000 but i could see the entire estimated cost getting populated in budget cost.


Please let me know if this is correct.


akankshaaggarwa
ServiceNow Employee
ServiceNow Employee

Hi Gayatri



When project is allocated budget, budget amount defaults to estimated cost. It can be overwritten through Portfolio workbench or using Project Budget related link.



Regards


Akanksha


Hi Akanksha,



If the budget allocation gets defaulted to the estimated cost irrespective of the allocation i do in allocate budget phase, Can you please explain the purpose of allocate budget phase on a portfolio workbench.



The budget allocation is defaulted to estimated cost even though the target set on portfolio workbench is less than the estimated cost. Is this an expected behavior?