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Updating Actual Quantity Cost Budget in Project Transactions

  • 23 February 2024
  • 5 replies
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Laura Carpenter
Varsity II
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We began importing our labor costs and hours into our projects through Journal Entries from our external payroll system and didn’t realize for the firs 5/6 weeks that if we do not have a UOM in the Journal Entry it doesn’t populate the hours into the Actual Quantity column in the cost budget on the Project. 

Journal Entry Transaction
Project Cost Budget Line

Does anyone have suggestions on the best way to populate the projects with the hours without duplicating the journal entries since the journal entries do show the quantity when you look at the project transactions?  I don’t want to end up having the amounts duplicated if the Actual Quantity field would change and populate with any units that are shown on the project transactions.

Project Transactions List from the Project Cost Budget

As a note, I did try and use the Recalculate Project Balance operation under the … [More] menu and that did not resolve the issue.

Best answer by Heidi Dempsey

@Laura Carpenter enter a case and we will escalate for a script, you cannot manually fix this

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5 replies

darylbowman
Captain II
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  • 1606 replies
  • February 23, 2024

@Joshua Van Hoesen - Is this related to what you were saying yesterday?


Heidi Dempsey
Community Manager
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  • Community Manager
  • 253 replies
  • Answer
  • February 23, 2024

@Laura Carpenter enter a case and we will escalate for a script, you cannot manually fix this


Joshua Van Hoesen
Freshman I
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@Laura Carpenter If you assign a UOM to the budget line within the project and then recalculate project balances does it correct the Actual Qty?

We faced a similiar issue with a client as it related to net new budget lines created from a change order and required custom coding to resolve.


Heidi Dempsey
Community Manager
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  • Community Manager
  • 253 replies
  • February 23, 2024

@Laura Carpenter @Joshua Van Hoesen  If the UOM is missing from the PM Transaction, it will not update the budget with quantity.


Laura Carpenter
Varsity II
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Thank you @Heidi Dempsey @Joshua Van Hoesen and @darylbowman I appreciate your comments.  I will be submitting a support case for my issue.  I thought that was the way it was going to go but figured I would see if there were any other ideas on how to handle it.


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