PSA tracks actuals at the region, practice, group, resource and project level, prior to billing. Use these settings in the Actuals configuration group to manage actuals.
Field
Description
Default Value
AbortActualsCalculateDeltaContinuous
If set to true, it stops the processing of transaction deltas in continuous mode. It also prevents the continuous jobs from restarting.
false
BillableExternalHoursCategories
The specific transaction categories to track. The amount for the category is rolled up to the Billable Hours (External) field in Region, Practice, Group, Resource, and Projects.
Billable External Hours
BillableExternalHoursDisabled
Contains values for hierarchies that should not be tracked.
BillableInternalHoursCategories
The specific transaction categories to track. The amount for the category is rolled up to the Billable Hours (Internal) field in Region, Practice, Group, Resource, and Projects.
Billable Internal Hours
BillableInternalHoursDisabled
Contains values for hierarchies that should not be tracked.
BilledRevenueCategories
The specific transaction categories to track. The amount for the category is rolled up to the Billable Hours (Internal) field in Region, Practice, Group, Resource, and Projects.
Billed Revenue
BilledRevenueDisabled
Contains values for hierarchies that should not be tracked.
BillingsCategories
The specific transaction categories to track. The amount for the category is rolled up to the Billings field in Region, Practice, Group, Resource, and Projects.
Ready-to-Bill Revenue
BillingsDisabled
Contains values for hierarchies that should not be tracked.
BookingsCategories
The specific transaction categories to track. The amount for the category is rolled up to the Bookings field in Region, Practice, Group, Resource, and Projects.
Booked Revenue
BookingsDisabled
Contains values for hierarchies that should not be tracked.
CalculationBatchSize
Apex batch size for actuals calculation in the Actuals Verifier.
CalculationDeltaBatchSize
Apex batch size for actuals calculation when processing transaction deltas.
CalculationMode
Determines when actuals are calculated. If you want PSA to periodically calculate actuals from transactions, set the value to Scheduled, otherwise set the value to Immediate.
CreditedNonBillableInternalHoursCategories
The specific transaction categories to track. The amount for the category is rolled up to the Credited Hours field in Region, Practice, Group, Resource, and Projects.
Credited Non-Billable Internal Hours
CreditedNonBillableInternalHoursDisabled
Contains values for hierarchies that should not be tracked.
DeleteBatchRunInParallel
Specifies if batch jobs should be run in parallel or in a series when using the actuals verifier to delete all actuals and re-calculate. If set to true, batch jobs are run in parallel. If set to false, batch jobs are run in series. Do not set this value to true unless you have enabled the Salesforce flex queue.
False
DeleteBatchSize
The number actuals records to delete per batch for all 6 types of actuals.
200
ExcludedHoursCategories
The specific transaction categories to track. The amount for the category is rolled up to the Excluded Hours field in Region, Practice, Group, Resource, and Projects.
Excluded Hours
ExcludedHoursDisabled
Contains values for hierarchies that should not be tracked.
ExpenseBudgetCategories
The specific transaction categories to track. The amount for the category is rolled up to the Expense Budget field in Region, Practice, Group, Resource, and Projects.
Expense Budget
ExpenseBudgetDisabled
Contains values for hierarchies that should not be tracked.
ExpenseCostsCategories
The specific transaction categories to track. The amount for the category is rolled up to the Expense Costs field in Region, Practice, Group, Resource, and Projects.
Expense Cost
ExpenseCostsDisabled
Contains values for hierarchies that should not be tracked.
ExternalCostsCategories
The specific transaction categories to track. The amount for the category is rolled up to the External Costs field in Region, Practice, Group, Resource, and Projects.
External Costs
ExternalCostsDisabled
Contains values for hierarchies that should not be tracked.
IgnoreCategories
Transaction categories that are not included in any of the other roll up categories but are used in the transaction log. This setting is only used when PSA is configured to use new transaction categories.
InternalBudgetCategories
The specific transaction categories to track. The amount for the category is rolled up to the Internal Budget field in Region, Practice, Group, Resource, and Projects.
Internal Budget
InternalBudgetDisabled
Contains values for hierarchies that should not be tracked.
InternalCostsCategories
The specific transaction categories to track. The amount for the category is rolled up to the Internal Costs field in Region, Practice, Group, Resource, and Projects.
Internal Cost
InternalCostsDisabled
Contains values for hierarchies that should not be tracked.
InvoicedRevenueCategories
The specific transaction categories to track. The amount for the category is rolled up to the Internal Budget field in Region, Practice, Group, Resource, and Projects.
Internal Budget
InvoicedRevenueDisabled
Contains values for hierarchies that should not be tracked.
NonBillableExternalHoursCategories
The specific transaction categories to track. The amount for the category is rolled up to the Non-Billable Hours (External) field in Region, Practice, Group, Resource, and Projects.
Non-Billable External Hours
NonBillableExternalHoursDisabled
Contains values for hierarchies that should not be tracked.
NonBillableInternalHoursCategories
The specific transaction categories to track. The amount for the category is rolled up to the Non-Billable Hours (Internal) field in Region, Practice, Group, Resource, and Projects.
Non-Billable Internal Hours
NonBillableInternalHoursDisabled
Contains values for hierarchies that should not be tracked.
OtherCostsCategories
The specific transaction categories to track. The amount for the category is rolled up to the Other Costs field in Region, Practice, Group, Resource, and Projects.
Other Cost
OtherCostsDisabled
Contains values for hierarchies that should not be tracked.
PassThroughBillingsCategories
The specific transaction categories to track. The amount for the category is rolled up to the
Pass-Through Billings field in Region, Practice, Group, Resource, and Projects.
Pass-Through Ready-to-Bill Revenue
PassThroughBillingsDisabled
Contains values for hierarchies that should not be tracked.
PreBilledCategories
The specific transaction categories to track. The amount for the category is rolled up to the Pre-Billed field in Region, Practice, Group, Resource, and Projects.
Pre-Billed Revenue
PreBilledDisabled
Contains values for hierarchies that should not be tracked.
ProjectConversionCurrencies
The currency value for which to create converted project actual records. You can add one existing currency value per record.
There is no default value.
RevenueCategories
The specific transaction categories to track. The amount for the category is rolled up to the
Revenue field in Region, Practice, Group, Resource, and Projects.
Revenue
RevenueDisabled
Contains values for hierarchies that should not be tracked.
UseActualsCalculateDeltaContinuous
If set to "true", the transaction deltas are processed by the asynchronous ActualsCalculateDeltaContinuous job when they are created.
true
TimeRollUpsDisabled
List of entity names such as Region, Practice, Group, Project, or Resource for which time-based actuals are not calculated. Amounts in hours are not calculated.
ValueRollUpsDisabled
List of entity names (Region, Practice, Group, Project, Resource) for which value-based actuals are not calculated. Amounts in a currency are not calculated.
Resource
VerifierMaxScope
Query row limit for the Actuals Verifier. You can enter a value up to 50,000.
Resource/Region/Practice/Project/Group Current Type
Default time period for the Current Time Period on the Resource / Region / Practice / Project / Group. The value must exist in the Type list of the Time Period object.
Resource/Region/Practice/Project/Group Roll Up Types
Time Periods to be automatically rolled up and available on the Resource / Region / Practice / Project / Group. This allows users to view results from various Time Periods on the native page for the Resource / Region / Practice / Project / Group.
A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature. contains information on categories of actuals and how they are rolled up to resources, projects, regions, practices and groups.