Hi Experts,
I need to raise an issue I've encountered in the D365 Project Operations budget vs. actual analysis.
The budget is approved, and actuals are booked. However, I am seeing discrepancies in the data:
- The /Cost Actuals Unmatched to Budget/ and /Sales Actuals Unmatched to Budget/ sections are displaying data.
- When I look at /Cost Actuals Matched to Budget/ and /Sales Actuals Matched to Budget,/ no matched data is shown.
Additionally:
- The project summary page correctly shows the actual summary cost of the budget.
- The /Cost Budget Tracking/ visual chart in summary page displays the budget cost and forecast but does not show the actuals.
I have both the /Create Budget Periods/ and /Match Priority/ settings configured correctly. Below are some screenshots for your reference.
Thanks in advance for your help in this.
Thanks,
Robert