Setting the Actuals Processing Mode
Depending on the configuration set in the Actuals configuration group
A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature., actuals
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 record
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:Transaction DeltasContinuous Calculation of Actuals
To change the actuals processing mode:
- Click the Configuration Groups tab.
- Click Go to list all configuration groups.
- Click Actuals.
- Click CalculationMode.
- If required, edit the value and change it to Scheduled or Immediate depending on your requirements.
For more information, see Actuals Settings.