Hello Jeremy,
Do you mean like this?
I hope this helps.
Best regards,
Roland
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Cumulative totals on financial time-phased report
On the Financial time-phased report would it be possible to have cumulative Budget and Actual figures, so that we can plot the actuals against budget to-date. At the moment you can only get current actuals against the overall total budget.
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No, not quite. What I am after is a total of actual cost to-date against the total budget cost to-date. What the standard reporting provides is just the actual cost and budget per month and not running totals. The Actual Cost to-date and actual revenue to-date are easily available, but the budget amounts aren't.
I have found a solution for it by creating data snapshots using the GetTotalFinancialSummaryForGivenPeriod() function e.g.
Budget Cost to-date = GetTotalFinancialSummaryForGivenPeriod(CurrentObject(),'PlannedBudget',$StartDate,Today())
Budget Revenue to-date = GetTotalFinancialSummaryForGivenPeriod(CurrentObject(),'PlannedRevenue',$StartDate,Today())
I can then plot these against the actuals (also snapshot'ed). This gets me what I need for now.
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I have the same issue, have you been able to make any progress on this?
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Clarizen have now added the ability to produce s-curve charts on the time phased data: https://success.clarizen.com/hc/en-us/articles/360011009640
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