Processed Timecards not appearing in Project Actual Costs

[Pam Kriedeman]

I have a project created with a Resource plan containing a Resource Role of "Project Manager" for which I have established an hourly rate. The resource has completed several timecards that are showing as "Processed." However the actual costs associated with those timecards are not generating expense lines that roll up to the project "Actuals." Can some help identify why? Is there another step or process required to get these costs to appear in the project actuals? Thank you in advance for any help. 

[User147276]

There are a few things to check on:
The time card has a reference field on it to the resource plan....double check that the time card has a reference to the correct resource plan, prior to processing the time card. 

The resource plan has to be in an allocated state in order for actuals to be associated. 

The resource plan should have a related cost plan showing the planned cost, which will relate to the expense lines.

There is an out of the box scheduled job that processes expense lines - make sure that is running after weekly time card processing.

If you are charging time at the project task level, make sure you see expenses there....if so, then there is a project preference to turn on to have the actuals roll up a level to the project.

Hope that helps!

[Pam Kriedeman]

Thank you so much for these helpful suggestions. I did not have a Cost Plan for the OpEx expense that the expense lines would be applied so I have created it. Additionally I suspect the scheduled job that you refer to  also needs to be run. I am working in our DEV environment so it is probably not scheduled. My ServiceNow Admin is out of the office today so I won't know the answer to that one until tomorrow at the earliest. I will reply with the outcome. 

Thanks Again!

-Pam

[Jayarnab Saha]

Hello @Pam Kriedeman ,

 when I time card get approved, a BR called Process time card gets called, which eventually trigger TimeCardProcessHandler.process(). This api is process the time card, creates expense line and update actuals. Please have a look.

Please find below the workflow of time card processing

and the flow of expense line processing

Thanks