Applying Actuals Based on the Timesheets Method
Before you Apply Actuals, ensure the timesheets have been completed and approved. In addition to updating actual units in timesheets, users can also update remaining units, or actual and percent complete values.
The following processing occurs behind the scenes when you Apply Actuals.
- For all approved timesheets where the timesheet period end date falls before the new data date, set all applicable actual unit fields for activities and related labor or nonlabor assignments based on approved actual hours from timesheets.
- Recalculate Remaining Units, Actual Duration, and Percent Complete fields.
- Very complex business rules dictate how each activity and/or assignment is calculated based on each activity's duration type setting. These calculations also take into consideration updates a user might make to the actual units, actual and remaining units, or actual and percent complete values on their timesheets.
Note: If there are timesheet actuals for a resource and the resource is changed to use Auto Compute Actuals, the actuals will be recalculated based on the auto compute actual method. Original timesheet actuals will remain in the database.
Last Published Wednesday, July 10, 2024