Hi Community! Happy Tuesday.
Are you looking for total project $ from your financial transactions?
In many situations it is advantageous to see the actual costs from WIP financial transactions. This is the most accurate project cost when using Financials. Out of the Box functionality is instance based and only shows this amount on a project’s financial pages; cost plans and hierarchy tab.
You can actually create a calculated attribute which will show actual costs aggregated on the project level. You can then use this on a portlet to view the amount for several projects.
Steps to create the attribute are:
1. Open the Project Object
2. Click on Attributes
3. Click New
4. Give the attribute a name and ID
5. Choose Data Type: Calculated
6. Result Data Type: Number
7. Click Save
Once attribute saves
8. Click Build Calculated Attribute link
Additional fields are shown
10. Argument Number: 1
Choose Radio Button for Attribute Name (ID) and add
Actual Cost (aggr_actual_cost)
11. Click Generate
12. Click Validate
13. Click Save and Return
The attribute is now available to be placed on any 'General' Instance portlet.
It is not advisable to place this attribute on the project list page as calculated fields do cause performance issues.
There are similar attributes that you can explore to suit your specific business needs.