Estimates Versus Actuals
PSA uses Estimates Versus Actuals records (EVAs) to compare estimated scheduled hours against actual hours entered on timecards.
You can automatically generate EVAs for all existing held resource requests that have a schedule and a linked resource. For more information, see Generate EVAs For Held Resource Requests.
Estimates versus actuals comparison records are automatically generated, replaced, or updated for the following events. You cannot stop EVAs being generated for these events.
| Event | More Information |
|---|---|
| A held resource request is converted into an assignment. The schedule and EVA are deleted for the held resource request and are recreated against the assignment. | Assignments and Schedules Overview |
| A new Estimates Versus Actuals comparison is created for a resource. | Creating an Estimates versus Actuals Comparison |
| A resource request is set to the status of held. | Holding Resources |
| A schedule exception is created or updated. | Schedule Exceptions Overview |
A time period A period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong. record including weeks, months, quarters, and custom time periods, is spanned by an assignment schedule. |
|
| A timecard is updated with Admin Global Edit selected and the changes impact actuals records. Each assignment's estimates versus actuals record is updated. | Admin Global Edit |
| An assignment Connection between a resource and a project. and a schedule are created or updated. |
Assignments and Schedules Overview |
| An assignment is created when a resource is assigned from a held resource request. The existing EVA record is deleted and a new one is created. The corresponding values are calculated and populated in the following fields: The corresponding values are removed from the following fields and replaced with "0" where applicable: |
Assigning Resources |
| The requested or suggested bill rate is changed on a held resource request detail record. | |
| Timecards are entered against an assignment. | Entering Time Against Projects and Assignments |
| Timecards are specified by status for inclusion in Estimates Vs. Actuals calculations. For example, saved, submitted, and approved timecards. | Timecard Statuses |
You can view Estimates versus Actuals comparison records on the Est vs Actuals related list as follows:
- The Contact page for a resource A contact that works on a project.
- An assignment
Notes:
- When Disable Automatic Weekly Time Periods is false, weekly EVA records are calculated based on the resource's work calendar. When Disable Automatic Weekly Time Periods is true, weekly EVAs are calculated based on weekly time periods in PSA.
- When Update Project Manager From Project is true, EVA records are updated to reflect whenever there is a change to the Project Manager field. When Update Project Manager from Project is false, project manager records are not updated on EVAs.
- Timecard split records have a link to their associated estimates versus actuals record.
EVAs are deleted when:
- They fall outside of the expected time period range when a schedule is updated on a related held resource request.
For example, an EVA record is created for the month of June. You update the schedule so that the schedule dates do not overlap with June. The EVA created for June is deleted because it is now out of schedule's date range. - You delete a related held resource request.