Calculate field actual benefit on benefit plan table
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08-27-2024 07:09 AM
Hi Team,
Please share your inputs on how below calculation can be done.
Actual Benefit should be calculated considering the values of the actual displayed Fiscal Period (last month). E.g. in August it should consider all values including July.
Please refer attached screenshot for better understanding.
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Project Portfolio Management

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08-29-2024 02:09 AM
Have you done any changes to the behaviour of the Benefit Plan and/or Benefit Plan Breakdowns? The reason I am asking is that I can see the Entered Benefit column is 0 for all records; OOTB there should be values calculated automatically by the system when the breakdowns get created.
The Actuals should be manually added for each fiscal period as the value might match (or not) with the Entered value (expected benefit value).
Hope this helps 🙂