How Actual Effort on Project is calculated?

pramodkumar
Tera Expert

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!

1 ACCEPTED SOLUTION

Vinay76
ServiceNow Employee
ServiceNow Employee

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!

View solution in original post

9 REPLIES 9

yogesh41
ServiceNow Employee
ServiceNow Employee

One quick check whether "Update actual effort from time card" attribute is set Yes for the respective project. You will find this option under Preference tab of the project form.

- Yogesh 

Update actual effort from time card attribute is already set to Yes

 

 

Thanks!

Vinay76
ServiceNow Employee
ServiceNow Employee

Populate resource actuals
Set state to Pending on new form
Associate time card to time sheet
SetUserIsAllowedForMultipleRateTypes
Handle Approval
Process time card
Update task actual effort
Calculate total
Populate week starts on
Clear task related fields
Rollup fields on time sheet change
Rollup state to time sheet
Populate Resource Plan
Clear approved by list on rejection
Validate week start
Check if time cards allowed
Update project time card exception
Validate resource plan
Set Approver list
Add week starts on to time card record
Set values for new time card
Rollup hours fields on update

Populate Top Task
Sync with time sheet
Restrict Ratetype Update
Validate Time Card
Rollup hours fields on Create/Delete

 

Activate these BR's on time_card should be good enough

-Vinay

Thanks Vinay for your time.

 

Looks like you mentioned the business rules on time card table.

 

What about the business rules on Project or Planned task or Project task table.

 

 

 

Thanks!