Recalculating Resource and Project Actuals

To recalculate project actuals or resource actuals:

1. From Setup, select Scheduled Jobs and ensure that the Apex job ActualsCalculateDeltaBatch has completed.
2. In your org, click the Project Actuals Recalc or Resource Actuals Recalc tab.
3. To filter the list of projects or resources, select an item from the View drop-down list.
   Note:

   You can create your own project view on the Projects tab and resource view on the Contacts tab.

4. Select a project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. or resource A contact that works on a project. checkbox.
5. Click Done.
6. Select the button for the action that you want to carry out on the selected project or resource:
   • Click Lock to lock the actuals.
   • Click Delete to delete the actuals.
   • Click Calculate to recalculate the actuals.
   • When the calculation is complete, click Unlock to unlock the selected project or resource.
   • Click Cancel to stop the operation.

Note:

You can schedule batch Project Actuals recalculations using the PSA Administration tab. We recommend that you run this job when both of these conditions are met:

• Few users are logged in.
• The Apex job ActualsCalculateDeltaBatch is not running at the same time.