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Project Budget to Actuals in Project Operations

Posted on by

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

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