Known Issues - Financial Summary (Beta)
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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
February 2021 release
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After you configure EAC/ETC calculations and NPV parameters at the Organization/Finances/Financial Summary Components level, those settings will serve as the defaults for any newly created summary structure. Currently, if you change the Organization-level defaults, those changes will be reflected in existing project-level summaries. The correct behavior, coming soon, is that once a project-level structure is created and the defaults applied, any subsequent changes made at the Organization level will not impact existing summaries.
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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.
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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.
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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.
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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.
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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.
- "View As" another user, for permitted team members who normally cannot see cost data
- Configure budget as a lump sum amount or single total column
- Reporting and rollups
- Configure column visibility
- Apply/copy over a Fin Summary structure to existing projects