Setting the Actuals Processing Mode

Depending on the configuration set in the Actuals configuration groupClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., actualsClosed Totals for a given time period. are updated by processing transaction deltas either in Immediate, Scheduled, or Continuous mode.

To change the actuals processing mode:

  1. Click the Configuration Groups tab.
  2. Click Go to list all configuration groups.
  3. Click Actuals.
  4. Click CalculationMode.
  5. If required, edit the value and change it to Scheduled or Immediate depending on your requirements.
    For more information, see Actuals Settings.