The CreatorCon Call for Content is officially open! Get started here.

How to report on Project Budget vs. Actual

jackjulio
Kilo Contributor

We have a need to show the Total Budget vs. Total Actuals on projects.  I thought there would be an OOB Database View since I figured this was a pretty common use case, but I was unable to fine one to help.

I’m curious as to if/how folks using Project are reporting on Project Buget vs. Actual.

I created a Database View taking the pm_project table and joining it to the cost_plan table where the pm_project.task = cost_plan.task (this gives me a view of the budget).  In the same Database View I joined pm_project to the fm_expense_line table the pm_project.task = fm_expense_line.task (this gives me a view of the actuals).

When running reports against this Database View, I am able to see all of the budget cost (in yellow below).  But, when I pull in the expense lines (I only have one expense on this project so far) the report is repeating the same expense line five times, one once for each cost plan.

find_real_file.png

 Is there some adjustment I can make to the Database View that ensures the report only list the software expense line once?

Any help or suggestions are greatly appreciated.

Thanks,
j

2 REPLIES 2

Jai21
Mega Expert

Hi, 

 

There are project status reports - that can be filtered to provide you the information.

 

See below:

 

https://docs.servicenow.com/bundle/jakarta-it-business-management/page/product/project-management/task/project-status-report.html

 

 

jackjulio
Kilo Contributor

Thank you Jai -- The status report is helpful.  It does show me planned vs. actual in a line chart. But I can not click into the the chart to see the actual records.