SECTIONSWhy are Actuals not Rolling Up?
There are several reasons why actuals might not roll up:
| Reason or Symptom | Solution | More Information |
|---|---|---|
| You create a project hierarchy after selecting the Include in Financials checkbox. | To correct this, recalculate the actuals on the top-level project in the hierarchy. | See Recalculating Resource and Project Actuals. |
| The business record does not belong to the region, practice, or group that you expect it to roll up to. | Change the region, practice, or group that the business record belongs to. If necessary, recalculate the actuals. | See Recalculating Resource and Project Actuals and Recalculating Actuals with the Actuals Verifier. |
| The Include in Financials checkbox is not selected on a business record that is not rolling up. | Select the Include in Financials checkbox on the business record. | For example, Include In Financials on a milestone record. |
| PSA configuration such as the actuals calculation mode is preventing the item from being rolled up. | Check the configuration options in the Actuals and Actuals Types configuration groups. | See Actuals Settings. |