How are actual hours calculated?

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Posted on by Vighnesh

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Dear all,

On project form we have two section for actuals and estimated hours.

I would like to know how these two values are calculated.

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Pankaj_Kumar 70 on at

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Hi Vighnesh,

Below are the details of hours calculation description for PAS:

Effort Hours – this column reflects the original estimate.

Effort Hours – this column reflects the original estimate.

Remaining Hours – reflects the time left on the task. The remaining hours will be automatically reduced as actual hours are booked against the task. Meaning it will default to the difference between the estimated hours and actual hours. But you will also find that it will be quite common to adjust this figure during project delivery.

Progress % – This is calculated as (actual hours / EAC) *100. The percentage reflects the progression on the task.

Actual Hours – As time is approved from time sheets that actual hours field will increase.

Refer article : neilparkhurst.com/.../ for details.

Regards,

Pankaj Kumar

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Vighnesh 1,942 on at

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I saw this already. Does it mean the actuals are totaled at the project tasks from time entries?

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Pankaj_Kumar 70 on at

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Yes, Actuals hours is getting calculate with Approve Time entries and you will able to view in Actuals as below:

Regards,

Pankaj Kumar

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Vighnesh 1,942 on at

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I contacted Microsoft support and no one gave a specific answer and all my tickets are kept open. So I thought of troubleshooting this my way

Below is flow given by Microsoft- Dynamics learning portal (source)

Time entry : Project Approval = 1:N

Project Approval : Journal Line = 1: N

Fact entity, I have no idea on how it is related to others and where it is used

Important points to observe:

1. When a time entry is created, no action on related entities.

2. When a time entry is submitted, 2 journal lines (un-billed sales and cost) & a project approval records are created.

3. When a time entry is approved, the journal lines from previous step are updated and 2 actual records are created.

4. Cost record from Actual entity are calculated from the journal line at the time of approval action.

5. Un-billed sales record from Actual entity are calculated from the project approval (Billable hours field) at the time of approval action.

6. So, the actual hours on project entity is calculated from actual records that are created during approval action, technically from journal lines

During Approval action I think the calculation logic is done inside the code and not stored in CRM. I verified this by editing the values on project approval, journal line & actual records before and after the approval action.

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Matthew Lazowski 3,163 on at

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Yes, a PSA plugin updates Actual Hours (msdyn_actualhours) on Project Task (msdyn_projecttask) based on user input in Billable Hours (msdyn_salesquantity) on Project Approval (msdyn_projectapproval). So if you want to update Actual Hours, you need to update Billable Hours on Project Approval and approve it.

docs.microsoft.com/.../msdyn_projecttask

docs.microsoft.com/.../msdyn_projectapproval

Please remember, that your project needs to be linked to a contract via a contract line. Otherwise no actuals get created.

You could add a couple of rollup fields on project task if you wanted to calculate actual hours yourself. You could have custom fields that calculate these values based on related time entries. You could have 1 field for all recorded hours, all submitted hours, all approved hours, all rejected hours etc.

Fact entity:

docs.microsoft.com/.../msdyn_fact

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zica on at

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Hi Vighnesh, can you please provide the link to the information source on Microsoft- Dynamics learning portal?

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