Viewing and Updating Project Variance

Project variance enables you to compare planned hours against the number of hours spent to determine if a project is over or under the original estimate.

A number of fields are available on the Project object to enable you to monitor and report on project variance. See Project Variance Fields for more information.

The calculations for these fields are carried out using SalesforceApex batch jobs. You can use the Project Variance Batch Size field to control the batch size used. For more information, see Project Variance Batch Settings.

Running Calculate Hours Variance for Single Projects

To calculate hours variance on a project:

  1. On the Project record page, click Project Financials | Calculate Hours Variance. The Calculate Hours Variance window opens and the fields are updated with hours variance, which is calculated using the current date. See Project Variance Fields for more information.
  2. Click Save. The calculations from the fields are saved on the project.

Running Calculate Hours Variance on Projects Batch Job

The Calculate Hours Variance on Projects option on the PSA Administration tab enables you to:

  • immediately run a batch job to update the Project Variance fields on the Project object
  • use the Schedule section to schedule a batch job to run at a specific date and time
Note:

We recommend that you schedule the batch job to run daily.

To run the batch job immediately:

  1. On the PSA Administration page, click PSA Batch Processes | Calculate Hours Variance on Projects. The Calculate Hours Variance on Projects window opens.
  2. Click Run. The batch job is submitted and the Project Variance values are calculated.

To schedule the batch job:

  1. On the PSA Administration page, click PSA Batch Processes | Calculate Hours Variance on Projects. The Calculate Hours Variance on Projects window opens.
  2. Click Schedule.
  3. Set the schedule day, time, and frequency.
  4. [Optional] To change your selection, click Back.
  5. Click Schedule. The batch job is scheduled to calculate Project Variance values.

To run the Calculate Hours Variance on Projects batch job:

  1. Click the PSA Administration tab.
  2. Navigate to Calculate Hours Variance on Project and click Submit Batch to immediately calculate the Project Variance values.

To schedule a batch job to run at a specific date and time:

  1. Click the PSA Administration tab.
  2. In the Schedule section, specify the frequency, day, and start time for the batch job.
  3. Navigate to Calculate Hours Variance on Projects and click Schedule Batch.

To check the progress of a batch job: from Setup, navigate to Monitoring | Apex Jobs. Using Lightning ExperienceClosedNavigate to Setup | Environments | Jobs | Apex Jobs.

Tip:

To exclude a project from the Calculate Hours Variance on Projects batch job, select Exclude from Project Variance Batch on the project.