Oracle Projects uses the budget entry method and resource list that you specify for the draft when copying actual amounts to the budget amounts. If you specify a budget entry method that uses both top and lowest task budgets, the budget lines are created at the lowest task level, using the resources in the resource list to which the actuals are mapped. Oracle Projects copies the actual amounts using the lowest level in the resource list; it uses the resources in the resource list, if resources are used; otherwise, it uses the resource groups. The resources are used even if you have budgeted at the resource group level. See: Resources and Resource Lists and Summarizing Actuals and Commitments by Resource.
The resulting new draft reflects the actuals incurred. If a resource was previously budgeted, but no actuals were incurred, this resource is not copied to the new draft budget. If an actual was incurred but was not previously budgeted, a new budget line is created in the budget to reflect the actual that was incurred.
In the following example, you enter the following actuals for that resource, and associate the following resource list with Project X.
|PA 1||Marlin||100||Professional||2 hrs.|
|Vincent Business Supply||77||Supplies|
|PA 2||Marlin||150||Professional||3 hrs.|
|Gray||10||Computer Services||1 hrs.|
|Resource List (Expenditure Type by Expenditure Category)|
|Resource Group||Resource||Resource Type|
|Asset||Computer Services||Expenditure Type|
Note: Only actuals from periods whose ending dates are earlier than the current date will be copied to budget amounts.