Miscellaneous Adjustment Settings

You can control miscellaneous adjustmentClosed A catch-all business record that allows you to correct data entry errors or adjust transactions. behavior using the Miscellaneous Adjustment configuration groupClosed A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature.. Use these settings to manage miscellaneous adjustment behavior.

Field Description
update-approver-on-edit Indicates whether the Approver field on an miscellaneous adjustment is updated when a user edits it. This configuration option is dependent on the AssignProjectManagerToMiscellaneousAdjustmentApprover configuration option in the ASM TriggersClosed Automated Services Manager Triggers. ASM triggers execute certain behavior in PSA. ASM triggers are controlled by the fields in the Triggers custom setting and the configuration options in the ASM configuration group. configuration groupClosed A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature..
auto-share-with-project-manager-user Defines the level of sharing with the project manager for newly created miscellaneous adjustments. You can choose from the values None, Read or Edit. The default value is None.
auto-share-with-project-resources Defines the level of sharing with assigned project resources for newly miscellaneous adjustments. You can choose from the values None, Read or Edit. The default value is None.

These settings in the Actuals configuration group control where transactions generated by miscellaneous adjustments roll up to.

Field Description
Categories The categories settings contains a list of categories in the transaction object to be rolled up to that transaction object. For instance, the BookingsCategories setting in the Actuals configuration group has one value:  Booked Revenue. This means that transactions with the category Booked Revenue roll up to Bookings in actuals.
Disabled The disabled settings in the Actuals configuration group contain lists of entity names to which transactions are not rolled up to for that actuals category.
IgnoreCategories Contains values for each transaction that is not to be rolled up to any actuals. Two default values are provided:
  • Budgeted Expense Cost
  • Budgeted Cost

While these transactions remain in the system, they do not roll up to any Actuals values by default.

The Billing Event Generation process only picks up eligible miscellaneous adjustments with categories listed in the miscellaneousAdjustmentCategories configuration option in the Billings configuration group. By default, only Ready-to-Bill Revenue is included in the BillingsCategories configuration option in the Actuals configuration group. This means that only transactions relating to miscellaneous adjustments of that category get rolled up into the Billings actuals category. When the transactions get billed or invoiced, they additionally roll up to the Billed and Invoiced Actuals buckets. Roll-ups are also dependent on Include in Financials eligibility.

The Actuals Types configuration groupClosed A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature. contains configuration options that define the period types for which actuals records are created for Regions, Practices, Groups, Projects and Resources. See Actuals Settings.