Underspending / Overspending

This functionality is available in the PEA, Resourcing workspace, and BA.

When evaluating the progress of a project, you can view under/overspending time and expense for the current period, then move it to the next period for reallocation. Under/overspending is defined as the difference between planned hours and expenses versus actual registered work and expenses.

Note: The current period is defined as the period beginning from the day of the previous estimate date until the day before the current estimate date.

For example, if you planned 33 hours of work on the Strategic Work event, but the employee registered only 13 hours during the current period, there is an underspend of 20 hours.

When you run a progress evaluation, the Under/Overspend column displays under/overspending for both time and amount. This column shows the difference between the allocated hours/amounts and the actual work and expenses registered during the current period. It is available both in the main grid and the detailed grid of the Budgeting Assistant, Progress Evaluation Assistant, Resourcing workspace, and Resourcing Plans workspace.

When a project contains either time or amount lines, the summary line displays values which include any under/overspent amounts that occurred during the period. The cells in this column are also color-coded as red (if the time or amount is negative; meaning overspending) or green (if the time or amount is positive, meaning underspending). If the column displays both time and amount, the amount is displayed in square brackets.

Use the Under/Overspend action to calculate underspending and overspending time/amounts during the current period. Once the system has calculated this, values are displayed in the Under/Overspend column.

Note: This action is available only when:

• You are using the Progress Evaluation view in the Web Components.
• You have provided both an estimate date and a previous estimate date.
• You have selected one or more events.

If you wish to restrict the use of this action to the PEA only, you can configure this when setting up web layouts.

When you use this action, a confirmation message displays to provide information regarding the changes that occur when you perform the operation. This includes the following:

• Assignments that will fail due to an error will display the reason.
• Assignments that have under/overspent hours or amounts will display the values to be distributed equally in the previous period, then carried over to the current period.

If the selected event(s) is a project, this also applies to all assignments in the subtasks.

Attention: All underspending/overspending is deducted equally across all working days in the current period. These are added or subtracted on the first working day after the Estimate to Completion (ETC) date. This is done to avoid misleading capacity calculation.

For example, Employee A has nine underspent hours for the Strategic Work event in the current period When you click the Under/Overspend action, Employee A’s underspent hours are deducted as nine hours booking across working days in the current period. It is then added as nine hours booking on the first day after the estimate date.