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.

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. For more information, see Project Variance Fields.
  2. Click Save. The calculations from the fields are saved on the project.

Running Calculate Hours Variance on Projects

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

  • immediately run an asynchronous job to update the Project Variance fields on the Project object
  • use the Schedule section to schedule an asynchronous job to run at a specific date and time
Notes:
  • We recommend that you schedule the asynchronous job to run daily.
  • The calculation of hour variances is performed only for projects that have the Active field selected. If you want to calculate for all the projects, deselect Exclude Inactive Projects in the Project Variance Settings.
  • If you want to exclude the inactive projects from the hours variance calculation. For more information, see Project Variance Settings.
  • You can monitor the status of ProjectVarianceCallable and ProjectVarianceLauncherCallable asynchronous jobs in your Salesforce org from the Async Job Records tab. For more information, see Monitoring Asynchronous Jobs.

  • If the following custom settings are selected, then the notifications from Project Variance asynchronous processes are sent via email and custom notifications:

    • Notifications by Email
    • Enable Process Status Notification

For more information, see Project Variance Settings.

To run the asynchronous job immediately:

  1. On the PSA Administration page, click Asynchronous Processes | Calculate Hours Variance on Projects. The Calculate Hours Variance on Projects window opens.
  2. Click Run. The asynchronous job to calculate the project hours variance is initiated. The specified user will receive a notification for the job status.

To schedule the asynchronous job:

  1. On the PSA Administration page, click Asynchronous 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 asynchronous job to calculate the project hours variance is scheduled. The specified user will receive a notification for the job status.

To run the Calculate Hours Variance on Projects asynchronous job:

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

To schedule an asynchronous 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.

You can monitor the status of asynchronous jobs on the Async Job Records tab.

Tips:
  • To exclude a project from the Hours Variance Calculation asynchronous job, select Exclude from Hours Variance Calculation on the project.
  • To exclude an inactive project from the Calculate Hours Variance on Projects asynchronous job, select Exclude Inactive Projects in the Project Variance Settings.