Creating an Estimates versus Actuals Comparison

Professional Services Cloud

You can manually create a new estimates versus actualsClosed (EVA)comparison:

  1. Display the contact page for the resourceClosed to which you want to create an Estimates Versus Actuals comparison for.
  2. Click New Est Vs Actuals on the Est vs Actuals related list.
  3. Complete the fields as described in Estimates Versus Actuals Fields.
  4. Click Save.
Warning:

We do not recommend creating EVAs manually because PSA does not update manually created records automatically.