'Actuals for Labor Resources' not show any data in the Investment Rollup pages (both as a total and a Time-Scaled Value) but it does show in the Project List

Document ID : KB000022801
Last Modified Date : 14/02/2018
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Question:

"Actuals for Labor Resources" are not show From Project, Hierarchy tab, Financial Rollup (select view: Detail) / Effort Rollup (select view: Detail). However, you can see data populated from the Project List.

Answer:

The Hierarchy Financial Rollup ( Detail View) / Effort Rollup (Detail View) are dependent upon a slice request start prior to the first date on actual timesheet transactions. If this slice is correct, then they will only show data from that date forward.

  1. Make sure all monthly investment slice requests start on the first day of the month at least 1 month prior to the month you want to see data from.
    • 169 MONTHLY_INVESTMENT_ACTUALS
    • 175 MONTHLY_INVESTMENT_BASELINE
    • 172 MONTHLY_INVESTMENT_EAC
    • 166 MONTHLY_INVESTMENT_ESTIMATES
    • 178 MONTHLY_INVESTMENT_VARIANCE
  2. Run again Time Slicing and Investment Allocation jobs.
  3. Make sure the following jobs are running successfully frequently.
    • Update Hierarchy
    • Investment Allocation
    • Time Slicing
    • Datamart Extraction

Additional Information:

Reference TEC528729 : Scheduling Some of the Main Jobs

Reference TEC525155 : What is the Investment Allocation job for?