I want to know, that is there any tool or utility to load the Actuals in Financial Summaries (in exisitng Budget Lines).
I can load them in Actuals columns within "FM_FINANCIAL_LINE_CELLS"; but my problem is that I am not able to refelct them in all the Sections of Financial Summaries i.e. header total, Quaterly total.. etc.
Then I tried to update the FM_FORECAST_ACTUAL_PERIOD_SUM table, but whenever during the SYNC any values is changed then again all these values need to be modifed accordingly within FM_FORECAST_ACTUAL_PERIOD_SUM table ....
Please share your experience on how to load or SYNC FS actuals in PPM 8.x.
Cheers.. Utkarsh Mishra
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Even If I think probably you know these, I would like to remind it. There is two config for sync project actuals to FS: 1) Ensure related services are running: - Financial Summary Rollup - Cost Rate Rule Update - Cost Rollup - Task Actual Rollup - TM-PM Sync 2) set below settings in project policies - enable Enable Financial Management for work plan. - enable Calculate the actual labor costs from the work plan and time sheets. - enable Calculate the actual non-labor costs from the work plan.
IT Governance Professional & PPM Solution Architect
We created a DB table where we put all the data for Financial Lines. We had a number of user data fields, and the data we were loading into PPM was comming from another financial system. Also, each record in the table would specify which operation to perform (Create, Update).
Once all the data was loaded into the table, we developed a web service wich would simply query the DB table, check for the operation flag, and would execute the necessary method in the FinancialSummary WS.
The web service took care of all the rollups automaticaly.