Processing Transaction Deltas

To process queued transactions immediately, see Recalculating Actuals with the Actuals Verifier.

Depending on the configuration set in the Actuals configuration groupClosed A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature., actualsClosed Totals for a given time period. are updated by processing transaction deltas either in Immediate, Scheduled, or Continuous mode.

  • When the Immediate mode is set, actuals are processed in real-time.
  • When the Scheduled mode is set, a batch mechanism processes changes to transactions resulting from actions on a business recordClosed Timecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget. Scheduled mode is more scalable and fault-tolerant than immediate mode. When in scheduled mode, transactions are scheduled for processing. For more information, see Scheduling of Actuals Calculation.
  • In the Continuous mode, when unprocessed transaction deltas are created, a queueable is triggered in the background to process these transaction deltas. For more information about changing the mode and configuring continuous mode configuration options, see Actuals Settings.

For more information, see:

Scheduling of Actuals Calculation

You can schedule actuals calculation batch jobs in the Scheduled mode. These jobs can either run immediately or scheduled to run later. Use the Actuals Calculate Delta Batch job to calculate the transaction deltas.

Actuals Calculate Delta Batch

Schedule a batch calculation of actuals from transactions.

Depending on the configuration options that are set in the Actuals configuration group, actuals are calculated immediately, or to a schedule that you set. The calculation processes the changes to transactions that have resulted from actions on a business record.

To calculate an actuals delta batch immediately:

  1. On the PSA Administration page, click PSA Batch Processes | Actuals Calculate Delta Batch. The Actuals Calculate Delta Batch window opens.
  2. Click Run. The batch job is submitted for real-time processing.

To schedule an actuals delta batch calculation:

  1. On the PSA Administration page, click PSA Batch Processes | Actuals Calculate Delta Batch. The Actuals Calculate Delta Batch window opens.
  2. Click Schedule.
  3. Set the schedule day, time, and frequency.
  4. [Optional] To change your selection, click Back.
  5. Click Schedule. The batch job is scheduled.

For more information about the other available batch processes, see PSA Administration.

Scheduling of Project and Resource Recalculation

You can schedule actuals recalculation in both Visualforce and Lightning Experience. The following are the scheduling options for Visualforce and Lightning Experience, respectively.

For Visualforce Page

You can schedule and recalculate actuals in Visualforce pages. For more information about scheduling and recalculating project and resource actuals, see Project Actuals Recalculation and Resource Actuals Recalculation.

For Lightning Experience

You can schedule and recalculate actuals in Lightning Experience. For more information about scheduling and recalculating project and resource actuals, see Calculating Project Actuals and Resource Actuals in Lightning Pages.