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Trouble Shooting Budget And Forecast issues In Project Management (Doc ID 1909557.1)

Last updated on JULY 28, 2020

Applies to:

Oracle Project Planning and Control - Version 11.5.10.0 and later
Information in this document applies to any platform.

Purpose

  This document is intended to resolve common budget and Forecast issues

Troubleshooting Steps

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In this Document
Purpose
Troubleshooting Steps
 1. What is Project Budget and Forecast ?
 2.What are the sources from which Budget and Forecast can be generated ?
 3.Generate revenue forecast is giving '0' amount for event/event distribution rule why ?
 4.Budget amount becomes null on changing the budget end date why ?
 5.How budget start date and end date will be derived,if the budget is created from workplan ?
 6.Manually added resource assignments are lost when budget/forecst is generated, as a result Generating forecast/budget reduces number of lines why ?
 7.Warning “Either cost rates, or conversion rates, or both are missing for some planning elements” (PA_FP_RATES_MISSING_MSG) when creating budget/forecast why ?
 8.When generating the budget/forecast getting the  error  (PA_FCST_INVL_BURDEN_SCH_REV_ID)  The burden schedule revision is not found Why ?
 9.System allow to enter the budget/forecast at top task or middle task, even though lowest task is selected in planning option why ?
 10.When  trying to baseline the funding , getting the below error"This plan version is currently locked by Therefore, you cannot perform the selected action" why ?
 11.How The Burden Rate, ETC Burdened Cost, Forecast Burdened Cost is derived when the UOM is Currency and  for the planning resource "Financial elements" ?
 12.In the budget/forecast page only the quantities are displayed. The etc cost  and the budget/forecast amount fields are shown as NULL even though budget/forecast is generated and planned rate exists why?
 13.Project/Budget Link does not Appear on the Project/ Financial Plan Approval Notification Workflow why ?
 14.Forecast amount not equal to budget amount when the source is staffing plan  why ?
 15.Budget in performance reporting  page is not matching with  the output of the process MGT: Revenue, Cost, Budgets by Work Breakdown Structure ,why ?
 16.Can approved revenue plan  be created in  other than functional currency  ?
 17.Forecast is not generating from planned values,if the ETC source is Earned Value.Why ?
 18.Burdened cost and quantity filed are grayed,not allowing to update in Budget and forecast why ?
 19.Generate forecast runs into a Null pointer exception page for a fully shared version enabled project. Error as below  why ?
 20.What is logic behind the default forecast start date/end date, If the source is workplan ?
 21.Is it possible to upgrade the budget type to financial plan for Gl integrated budget ?
 22.When a budget is entered it only shows the Unit of Measurement (UOM) as hours. Every time a new update is done the UOM automatically defaults to Hours. Is this correct behavior?
 23.The resource information on the web page do not update with the latest employee detail from HR why ?
 24.ETC incorrect at Project Level Forecast, why ?
 25.When creating a new project by copying from a template,the budget line dates are not shifted according to the project start/completion dates entered for time phased budgets why?
 26. Have an approved revenue financial plan with the time phase by PA Period  option enabled. When an Approved Revenue Budget is created based on the 'Baseline Funding without budget' option set, the entire budget is entered  in a single project period (the last one) instead of being distributed over   the project duration as expected why ?
 27.After generating a forecast, the forecast shows two currencies (Project  Currency and Project Functional Currency) even when using only one currency  to generate a budget why ?
 28.How to change the rounding precision for spread curve in Budget and Forecast ?
 29.Forecast generated with amounts calculated with first percentage complete numbers. Not the updated ones, expecting forecast should be generated with latest Percent complete numbers
 30.How the commitment amount will allocated in forecast generation ?
 31.Commitment amount will not spread among periods ,based on spread curve attached  to financial plan why ?
 32.When generating a budget with 'Open Commitments' checked from an existing budget - new resources are being created with with the same resource name but "1" suffixed why ?
 33. Created a cost forecast.  Calculate the costs using standard rates.  The user enters a cost rate override and recalcs or selects the generate costs. The cost rate override is overridden with the standard cost rate why ?
 34.When you set up a project and your financial plans are by period, the current planning period is derived from the project start date.  As the project moves through it's lifecycle, the current planning period is not updated from the planning options set up nor on the edit details screens.So either the field needs to be updated to reflect the current planning period or the field name should be changed and the value non updateable on the details screen.
 35.Multiple lines has been created with 0 value in budget lines  for the same expenditure type why ?
 36.We cannot get the forecast start and end dates to be changed in MS Excel using WebADI.  No error is shown but the dates remain the same. Why?
 37.Forecast revenue amounts automatically changed when forecast cost amounts are updated why ?
 38.Can A Forecast Cost Budget Be Created Without Creating Approved Cost Budget In Oracle Project Management?
 39.How to map actuals to an expenditure type in a Resource Breakdown Structure in the context of a financial plan (workplan or forecast)?
 40.How Can The Generate Forecast Option Be Removed From The Forecast Action Drop Down List?
 41.Can a Time-Phased Revenue Budget be Created with 'Baseline Funding Without Budget' Option?
 42.Can the Budget Entry Method be Changed on Baselined Budget?  If so, why do only Certain Budget Entry methods Appear in the LOV?
 43.What Is The Difference Between 'Calculate Budget' And 'Refresh Cost Rates' In The Edit Budget Page For A Budget Plan Version?
 44.Unable to enter budget with quantities in excel  for some of the resources. When the quantities are uploaded from an Excel spread sheet,the upload shows that upload was successful, why ?
 45.Trying to create resource assignment on financial plans (budget and forecast) using api pa_budget_pub.update_budget , getting the error
"Before you can enter amounts in this currency, you must add the currency to the plan type', if the currecny not exists in finacial plan" why?
 46.Forecast Generation assigns actuals to a disabled planning resource class why?
 47.Generating budget from a staffing plan does not calculate cost based on the actual cost rates defined, but rather uses the default resource class cost rate why ?
 48.Unable to create a working version of the revenue budget. The page does not display an area for "Working Versions" as expected, nor does it provide the user with the ability to create a new Working Version or display the "Create Working Copy" option.
 49.When create draft budget and baseline API is called, the following error occurs (PA_BC_BGT_TYPE_IS_BAD_AM) why?
 50.Able to  delete baseline version on financial plan, even though below functions are deleted from the menu attached to responsibility  why ?
 51.LOV For Financial Plan Types For Project Templates Is Blank For Custom Responsibilities why ?
 52.Unable To Enter Project Budget Amount In Future Year why ?
 53.How To Resolve Ambiguous Name Detected: PopList_PopCache_PA_FP_WEBADI_UPLOAD_INF_DELETE_FLAG ?
 54.Edit Icons For A Financial Plan Version Are Not Available To Edit Budget For A Plan Type why ?
 55.Project Financial Plan WebADI Error - User-defined type not defined
 56.How To Unlock Budget Plan Version Locked By Other User ?
 57.Unable To Add Resource Rate Schedule to the the 'Resource Class Raw Cost' field (LOV Empty) for the Budgets and Forecasts Plan Type
 58.Unable To Set Self-Service Personalization Context At Organization Level why ?
 59.Edit 'Cost in Excel' and 'Revenue in Excel' Options are No Longer in the Edit Drop Down Menu on the Budgets And Forecasts Page why ?
 60.Unable to Edit and Upload Foreacast Cost Budget Amount for a Project in WEBADI Sheet why?
 61. Why Non-Periodic Spreadsheet Exported While Editing Budget In Excel When Periodic Layout Is Selected?
 62.Why Does Workplan ETC Calculation Not Have The Option To Include Open Commitments ?
 63.What Profile Options Are Needed To Prevent ORA-20044 on Process PRC: Update Project And Resource Base Summaries ?
 64.Forecast ETC Spread Is Overwritten Each Time Forecast Is Re Generated why ?
References

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