Trouble Shooting Budget And Forecast issues In Project Management
(Doc ID 1909557.1)
Last updated on DECEMBER 21, 2023
Applies to:
Oracle Project Planning and Control - Version 11.5.10.0 and laterInformation 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" ? |
| 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? |
| 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 ? |
| 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 ? |
| 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 ? |
| 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 |