1. Defining and Managing Financial Projects
  2. When must I update actual amounts in the project plan?

When must I update actual amounts in the project plan?

Use the Update Actual Amounts menu option in the following circumstances:

  • Actual amounts don't appear on the project plan after you update project performance data (after you run the summarization process).

  • You delete a task assignment with actual amounts and want to bring the amounts back into the project plan.

  • You replace the primary planning resource breakdown structure, thereby deleting all task assignments, after actual amounts are brought into the project plan.