Setting the Actuals Processing Mode

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 flexible 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:

  1. Click the Configuration Groups tab.
  2. Click Go to list all configuration groups.
  3. Click Actuals.
  4. Click CalculationMode.
  5. If required, edit the value and change it to Scheduled or Immediate depending on your requirements.
    For more information, see Actuals Settings.