Compare Project Actual cost & Budget cost fields for reporting

Farfara
Tera Contributor

‎08-16-2023 02:00 AM - edited ‎09-13-2023 01:32 AM

Hi everyone,

 

I have a requirement to build a report that showing the number of projects with an actual cost that exceeds the budget.

I tried to use function field but I did not succeed.

 

Can you help on this topic please?

 

Best regards,

 

FF

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Farfara
Tera Contributor

‎09-13-2023 01:51 AM - edited ‎09-13-2023 01:55 AM

@Sandeep V1 @Namita Mishra @Dhiren Aghera  any idea on this topic please ?

 

Thank you

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shiwan_agrawal
ServiceNow Employee
ServiceNow Employee

‎09-25-2023 06:44 AM

Can you share the fields and steps you tried in function?

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Farfara
Tera Contributor

‎09-27-2023 01:24 AM

@shiwan_agrawal, in the project table we have Actual cost ( work_cost ) and Budget cost ( budget cost ) fields. I would like to build a report to count Number of project that Actual cost ( work_cost ) greater than Budget cost ( budget cost ).

I can't find a function that can do it.

Farfara_0-1695802592593.png

 

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shiwan_agrawal
ServiceNow Employee
ServiceNow Employee
In response to Farfara

‎09-28-2023 07:03 AM

You can try following:

1) New field to flag projects where Actuals are higher than Budget. Then have a Business Rule to flag that field every time the Budget and/or Actual field values change.

 

2) Have a script that returns the Sys_id of all projects where Actuals higher than budget and use this script in the report filter.

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