Updating Actual Benefit in Project Currency on Benefit Plan Breakdown

[PavelP]

Hi,

I'm having trouble understanding the intended functionality Project Currency module on benefits.

In the Default view, the Benefit Breakdown record can have updated both Entered Benefit and Actual benefit, with these fields being rolled up to Benefit Plan. However, when I switch to 'Project Currency' view, only the Entered Benefit field is editable. 

What is the intended way, to update "Actual Benefit in project currency". OOTB, it's set to read-only, and even when I forced some amount in, it doesn't roll up to Benefit plan.

Is this a bug, or am I missing a functionality there?

Thanks in advance

Pavel

[penny_yang]

Hi PavelP, 

    we make "Actual Benefit in project currency" read-only, because we just want to calculate from one-way, which is from entered currency to project currency. All project currency related columns are read-only. 

   If you set up your project currency field in project, you should have project currency field populated in breakdown records and when you change actual benefit amount, actual benefit in project currency should be populated automatically based on fx rate. In your case, it did not populate your actual benefit in project currency, I am guessing that your project currency is not set up properly. Please check and let me know if that is not the case.

  For existing projects, we have 2 scheduled job: "PM upgrade project currency for active projects" and "PM upgrade project currency for inactive projects" to populate project currency. 

[PavelP]

Hi Penny, 

we have Project currency is populated in breakdown correctly, and the actual benefit in Project currency is populated, when the Actual benefit amount is entered.

What Im not sure if I understand is, how is that helpful, when Im working with project that gets its benefits in Project Currency and not the System one.

So if I understand that correctly, when I want to fill Actual benefit in Benefit Breakdown record with Project currency I have to: manually convert the amount to System Currency, change view on Benefit Breakdown to Default and enter the converted value to Actual Benefit field.

Is that the intended way? It just feels a bit redundant. 

[Lenka Volna]

Hi Penny,

I am PavelP´s colleague. As he is off for a few days so I am replying here as well.
We understand that Entered Benefit (in terms of Entered currency) is populated

• in Functional benefit (in terms of Functional currency) and
• in Benefit in project currency (in terms of Project currency).  

This part is working fine. 

What we are trying to figure out is how to populate the "Actual" value in a similar way. 
But we have not found anything like a field "Actual Entered Benefit" that would be in terms of Entered currency.

The only field that seems to be editable is Actual benefit (that is in terms Functional currency, not the Entered currency).

Based on my current understanding, we either have to enter "Actual Benefit"  in functional currency or we have to customize the application to support entering of actual benefit value in Entered currency. 

Thank you for your advice. Lenka

[chidanandapati · Accepted solution]

Lenka,

Thank you for reaching out. The functionality is designed with an understanding that Actual Benefit is typically entered in system currency. It is good to know that there are use cases where it is entered in project currency. Could you please raise an enhancement request https://community.servicenow.com/community?id=ideas_list&sysparm_module_id=enhancement_requests for us to track it.

Regards,