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 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 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 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.