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
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
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:
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