Actuals Settings

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.

If you are using budget allocations to track the consumption of individual budgets, miscellaneous adjustments belonging to categories in this list are allocated to the customer purchase order budget specified in their related budget allocation. For more information, see Track Consumption of Individual Budgets.

Warning:

Do not remove categories from this list once billing events have been released. Doing so might jeopardize the validity of a billing event's customer reference.

 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.

If you are using budget allocations to track the consumption of individual budgets, miscellaneous adjustments belonging to categories in this list are allocated to the internal budgets specified in their related budget allocation. For more information, see Track Consumption of Individual Budgets.

 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.

If you are using budget allocations to track the consumption of individual budgets, miscellaneous adjustments belonging to categories in this list are allocated to the internal budgets specified in their related budget allocation. For more information, see Track Consumption of Individual Budgets.

 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.
ProjectHierarchyChangeActualsDeltaUpdate

When project hierarchies change:

  • If UseActualsCalculateDeltaContinuous is set to true, set this configuration option to true to create transaction deltas to update project actuals.
  • If this configuration option is set to false, the Actuals: Need Recalc checkbox on the master project for actuals recalculation is automatically set to true.
True
ProjectHierarchyChangeActualsDeltaUpdateChunkSize If UseActualsCalculateDeltaContinuous is set to true, set this configuration option to determine the number of transactions included for each queueable. 400
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.

Note: If you want to enable continuous calculation of transaction deltas, ensure you do not set the CalculationMode configuration option to "Immediate".
 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. 10,000

The Actuals Types configuration groupClosed 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.

Field Description
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.