Estimates Versus Actuals Incremental Calculations

When the timecard records are saved, submitted, or approved, the Estimates Versus Actuals (EVA) actuals calculation process is initiated.

The EVA actuals calculation process:

  • Updates the Actual Hours and Actual Days fields on the EVA records that are associated with the assignments of the timecard records.
  • Calculates the Actual Hours and Actual Days based on the statuses set in the Timecard Statuses field in the Est Vs Actuals custom setting.

The EVA actuals calculation can be performed using either the Full EVA actuals calculation process or the Incremental EVA actuals calculation process.

The Full EVA actuals calculation process rolls up all the timecard records and EVA records for the related assignments. Whereas, the Incremental EVA actuals calculation process rolls up the specific EVA records linked to timecard records that are updated, saved, submitted, approved, or deleted, resulting in quicker calculations.

The Full EVA actuals calculation is enabled by default. To use the Incremental EVA actuals calculation process for the updated timecards, ensure that you have selected the Calculate EVA Actuals Incrementally checkbox in the Est Vs Actuals custom setting. For more information, see Est Vs Actuals Settings.

The following are the scenarios when the Full EVA actuals calculation will be performed, even if the Calculate EVA Actuals Incrementally checkbox is selected.

  • If the Action: Refresh EVA Hours From Timecards checkbox is selected for the specific assignment.
  • The timecards are submitted and the Submitted checkbox is selected from the Timecard record.
  • The timecard's status is updated.
  • The timecard bill-related information is updated. For example:
    • If the Billable or Bill Rate is Daily Rate checkboxes are selected or deselected on the timecard record.
    • If the Bill Rate field is updated.