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Project Portfolio Sheet Does Not Show The Expected Actuals Amount Values When the Project is Linked (Doc ID 3031151.1)

Last updated on JULY 02, 2024

Applies to:

Primavera Unifier Cloud Service - Version 24.2 to 24.4 [Release 24.2 to 24.4]
Information in this document applies to any platform.

Symptoms

ACTUAL BEHAVIOR:

When the Portfolio Budget and Forecast data sources are configured in two different Cash Flow Curves, the Portfolio Manager does not show expected Actuals amount values when the Project is linked.


EXPECTED BEHAVIOR:

Portfolios when linked to Projects should pull in the expected Actuals amount values.


The issue can be reproduced at will with the following steps:

  1. Log in to Unifier.
  2. Navigate to Sample_Regional_Project > Portfolio Manager > Portfolio_ABC sheet > Link a Project/Shell and find that the Actuals amount value is not as expected.
  3. Unlink the Project/Shell and change the amount value to 0$ and then link the Project/Shell again.
  4. Observe that the amount value changes to an unexpected amount.
  5. Also observe that the Actuals amount value is changing before and after Save on linking the Project/Shell, which is not expected.

Cause

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