Incorrect Remaining Amount Expenses

[stan255]

Hi,

I believe the Remaining Amount column in Expenses in incorrect or am I missing something in its calculation?

Invoice Date 2024:

Planned Amount: $800

Actual Amount: $600

Remaining Amount: $1000? It should be $200

Invoice Date 2023:

Planned Amount: $16000

Actual Amount: $13200

Remaining Amount: $5000? It should be $2800

[lgaertner · Accepted solution]

Hi Stan,

Is it possible, that you are talking about a custom report? I don't see a column Remaining Amount in the default expense report. Neither there is a corresponding field for this. So I assume, that you need to double check the calculation in the text mode for this column or check the syntax, if you are using a custom calculated field.

Regards

Lars

[KellieGWAB]

Agree with @lgaertner - "remaining" isn't an option in Workfront or the API for expenses so this must be a custom column in a report/view or calculated field option from a custom form with a calculation that isn't pulling correctly. The calculation should be simple if it's just planned vs actual: SUB({plannedAmount},{actualAmount})

You could also check the settings for the columns and make sure they are set to Sum instead of another option:

[stan255]

@lgaertner @KellieGWAB Thanks for the response, guys.

I had a look again and the remaining cost is a Project-level field and it is calculating the remaining based on all the expenses in that Project.