Known Issues - Financial Summary
The following are the known issues in the Financial Summary (Beta) feature.
If you update a financial entry for a summary that uses Forecasts and Actuals for leaf items, the updated value will not appear in the summary until you refresh
January 2021 release
-
In Organization/Finances/Financial Summary Components/General, changing the Display Name of a data stream does not propagate to the corresponding labels in the New Field modal.
-
In order to view the Organization/Finances/Financial Summary Components section, in addition to having View > Organization Financial Summary permission, the user must also have View > Organization/ Financial Settings permission.
-
If the financial admin removes a data stream from Organization/Finances/Financial Summary Components and then directly navigates to a project summary, that stream will still be visible until the page is refreshed.
-
Viewing details for a finance summary node in a project places that item in the recently viewed list, and will subsequently throw an error if the users selects the bookmarked item.
-
Summary field titles are currently limited to 50 characters.
Key Capabilities Still to be Added
The following are capabilities still to be added to the Financial Summary feature.
- PMI Metrics (EAC, ETC, NPV, ROI, and PMI)
- Ability to create baselines
- Ability to configure budget as a lump sum amount or single total column
- Reporting