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Planview Customer Success Center

Effort doesn't apepar in funding source

Question
We have defined a funding source and linked some projects to it. The projects have tasks and assignments with effort allocated to them but the effort doesn't appear in the funding source and remains 0. We're not interested in tracking revenue or cost, only effort.
 


 

Answer
Make sure a billing or cost rate can be determined for each assignment/resource. Even if you only want to track effort, Changepoint doesn't calculate the funding sources if both billing and cost rate are 0.