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 Salesforce Batch Apex. You can use the Project Variance Batch Settings custom setting to control the batch size used. For more information, see Project Variance Batch Settings.

Running the 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 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 ExperienceNavigate 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.