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About Overrides

Your organization can attribute a PSA business recordTimecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget to RPGs other than a project or resource’s RPG. When a PSA business record that is to be included in financials is processed, its related transactions roll-up to RPG Actuals based on configuration options in the Transaction Follow Rules configuration group. Transactions are rolled up to either the Project or Resource RPG based on these settings. See "Transaction Follow Rules Settings".

In addition, users can override the RPG that a transaction rolls-up to on these types of business record:

• Assignments
• Budgets
• Expense Reports
• Milestones
• Miscellaneous Adjustments
• Timecard Headers.

When overriding RPGs, billing event generation and forecasting groupings remain based on the project’s RPG, since the RPG overrides only affect roll-ups. The billed (or invoiced) revenue roll-ups go to the overridden RPG once the business records are released or invoiced during the billing process.

Note

When you override the RPGAbbreviation of region, practice, group. to which a record's numbers roll-up to, you must enter audit notes. In addition, the actuals processing mode must be set to Scheduled. An error occurs if any of these conditions are not met.

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