A few things to highlight around issues with financials...

 

If you update expense lines to allocate to a different cost plan, you have to implement something to  trigger the PPMFundManager script to force it to recalculate the correct actuals.  *pay close attention to your rollup configuration.

Documentation for project cost rollup properties is wrong (all 3 are true)

There is a bug in the  FinancialsBudgetApprovalAPI that does not handle negative actuals.
Here is the fix. You should fix the below is in the OOB version because you can have actuals <0 and those are not properly included in the calculations. Just create some negative expenses (like a credit) in a period so the actual is < 0

fiscalPeriods.forEach(period => {
const periodData = periodCostData[period] || {};
if (periodData.isPast) {
pastPeriods.push(period);
//06302026 Temp TEST NED C
//OOB CODE: if (periodData.actual > 0) totalActuals += periodData.actual;
//if (periodData.actual > 0) totalActuals += periodData.actual;
// planned bug fix to fix: totalActuals += (periodData.actual || 0);
totalActuals += (periodData.actual || 0);