Your organization can attribute a PSA business recordClosed Timecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget to RPGs other than a project or resource's RPGClosed Abbreviation of region, practice, group.. When a PSA business record that is to be included in financials is processed, its related transactions roll-upClosed Term used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. to RPG actualsClosed Totals for a given time period. based on configuration options in the Transaction Follow Rules configuration groupClosed A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature.. 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 eventClosed A means of generating billing information that can be fed into a financial system 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.


When you override the RPGClosed Abbreviation 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.