Cost Plan Actuals not showing in Project "Actual Cost" field

[Tim138]

All,

I have a situation where I have a an actual cost entered in a project's Cost Plans (in the field Total actual cost).  But when I view that project in the project table, the "Actual cost" column still shows $0.  Is there a job or action behind the scenes that has to occur to make this number show at the project level? 

Thank you in advance. 

[Saurav11]

Hello,

The Actual cost field on Project table is related the the expense line tab in the related list of the Project form.

You need to create the record in the expense line add the cost and save it. Once done you have to change the state of the expense line to Processed form Pending and then again save it.

The you will be able to see the Actual cost value populated in the Project form

Please mark answer correct/helpful based on Impact.

[Saurav11]

Hello

If my answer helped you can you also mark it as correct.

Thanks.

[Dhiren Aghera]

Please use expense line to enter actual cost and associate a cost plan to it so that actual cost reflects under individual cost plan as well as total actual costs in the Project form. Make sure you move the state of expense line to "Processed" to show up the actual cost fields

With SanDiego, when you enter actual cost without associating a cost plan to a expense line the system will automatically generate cost plans Capex/Opex based on the type of actual cost. This will ensure your total actual cost roll-ups, actual costs within the cost plans and actual cost in the financial workbench are all in sync without any descripencies. A very useful feature for cost reconciliation.

Hope this helps.