How Actual Effort on Project is calculated?

[pramodkumar]

Hello All,

We are using Project Portfolio Management and Worker Portal in London Version.

The auto calculation on actual effort field is incorrect.Can some one help me in understanding how the actual effort is updated. We started using worker portal as well where project and project tasks are used to enter the time. 

The actual effort on project should be updated when time is entered on project and project tasks from both the project(time can be entered from project) and worker portal.

What business rules should be active as we made few of them inactive long back and customized.

Any other suggestions on how to achieve this.

Thanks in advance

Thanks!

[Vinay76 · Accepted solution]

Actual effort and actual cost Rolls up to project from time card. `Update task Actual effort` BR's rolls up actual effort to project

BR `Process time card` creates a expense line of state pending. When this expense line is processed actual cost rolls up to project. 

These are only two impacts on project/project_task by time card. If expense line functionality is not customised just BR's on time_card are good enough.

Thanks!

[pramodkumar]

Vinay thanks for all your help. One more question, what about time entered on Project Tasks. How the time entered on Project tasks in worker portal or time sheet portal roll up to actual effort on project.

Thanks !

[Vinay76]

`Update parent actual effort` is BR on Project Task that rolls up actual effort to project

Thanks!

[Raj68]

Hi Pramod,

Goto system properties---> com.snc.time_card.update.effort   should be enable. and    "actual effort"  business rules should be active .

NOTE: Mark correct or helpful if it helps you.

Warm Regards,

Raj patel

[pramodkumar]

Its already active and thanks Raj