Zurich Release: Project Cards showing Cumulative Actuals instead of Monthly Filter

[thomashofba]

Hello SPM Community,

We recently upgraded to the Zurich release, and I am looking for clarity on the behavior of the Financial Summary Cards within the New Project Workspace.

The Issue: I am seeing a significant discrepancy between the Financial Summary Cards (header) and the Financial Grid when using the Time Scope filter.

When I filter the grid to a specific period—for example, FY25: M02 (May 2025)—the grid correctly reflects $0 for that period. However, the header cards (specifically Actuals, Planned Cost, and EAC) continue to display the Life-to-Date (LTD) totals for the entire project.

Most notably, in FY25: M01 (April), the header cards are pulling in all historical actuals from FY24, acting as a "Balance Forward" bucket, while the grid remains empty for that specific month.

Technical Context (Zurich): I reviewed the Scripted Widgets (sn_app_widget) and found that the OOTB logic for Zurich still appears to point to the investment or task rollup fields:

JavaScript

// OOTB Zurich Logic for Actuals
var context = JSON.parse(context);
var investment = context.investment;

(function getCost() {
    return {
        value: investment.work_cost.value,
        displayValue: PPMCurrencyHelper.getFormattedAmountWithCurrency(investment.work_cost.value)
    };
})();

Because work_cost is a cumulative field (ref: KB0715223), the widget remains static even when the user changes the context.time_scope in the Workspace UI.

My Questions:

1. In Zurich, is there a configuration setting in the UI Builder or Workspace constant to force these cards to respect the time_scope of the grid (Period-Specific) rather than the investment record (Cumulative)?

2. Has the data broker for these widgets changed in Zurich to allow for easier access to the cost_plan_breakdown table without heavy custom scripting?

3. Is the "April/M01 Carry-Forward" of previous year actuals a hard-coded feature of the Zurich "Opening Balance" logic?

I am trying to determine if I should customize these scripts to query the breakdown tables directly or if I am missing a new out-of-the-box Zurich feature that handles this alignment.

#Zurich #SPM #ProjectWorkspace #StrategicPortfolioManagement #Actuals #Financials