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Project budget revision processing annoys

Posted on by 1,642

Does anybody has any insights on how do budget revision get updated into the main project data?

I mean that as you setup a project budget revision using Project Budgeting (a la carte module), you can approve and process the revision and update the project main data. The behavior of this update process is supossed to be managed by the several "Revision Type" and "Update Type" fields.

One user is complaining that now the project main budget is like a randomly generated data with no clear link to the revision just entered.

I am checking the data now and found out that the result isn't quite random. 

The image above shows that B (the main budget as in PJPTDSUM.total_budget_amount) and the different R (the revision value as in pjrevcat.amount). The current budget shows the value of revision 3 minus the value of revision 4 plus the value of revision 28. This formula applied to all account/task combination.

The three revision value are pretty much alike for each account/task combination at least magnitude-wise, so the result stills may make sense. All revision has the "New Amounts" revision type. Time wise, first we approved revision 3, then revision 4 and then revision 28. In fact, the user original complain is to why he is not seing the revision 28 values. There are no approved revisions between 4 and 28.

So what could have happened?

  • Erich Strelow F Profile Picture
    Erich Strelow F 1,642 on at
    RE: Project budget revision processing annoys

    If anyone was following this, we finally isolated the problem to a scenario of a messed up budget period. For some reason, every budget has a period as in 2015-04. You should always go forward in time. If you ever post a budget for a previous period, the Net Change/New Values logic doesn't work as expected.

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