Est vs Actuals Settings

The Est Vs Actuals custom settings control the behavior of estimated versus actual records.

Note
Due to Salesforce restrictions on queries, do not configure project actuals roll ups for weeks. Select the configuration option Project Rollup Types (in the Actuals Types group) and make sure there is no entry for type Week.
Field Description
Adjust Past Est on Records with Actuals Determines whether the Est Vs Actuals fields derived from the schedule (e.g., Estimated Hours) should be updated for Est Vs Actuals records that have an end date prior to the start of this week.
Delete Out of Range Records With Actuals Determines whether Est vs Actuals records are deleted even if they have actuals set for records that are no longer within a modified schedule's date range.
Generate Monthly Records Determines whether Est Vs Actuals records are generated by month.
Generate Quarterly Records Determines whether Est Vs Actuals record are generated by quarter.
Generate Weekly Records Determines whether Est Vs Actuals record are generated by week.
Process Out Of Range Timecards Determines whether Est Vs Actuals records are created for timecards that have hours outside of the assignment's start and end date. The Est Vs Actuals records have zero values for estimates on these records.
Timecard Statuses A comma-delimited list of Timecard Status field values used to determine whether a timecard should be used in the calculation of Estimates vs Actuals. For instance, if you want timecards with a status of Saved to be included in the calculation, add Saved to the comma-delimited list.
Update Project Manager From Project Determines whether updates to the Project Manager field are reflected in the Est Vs Actuals records for that project.

Concept Information

Configuration Settings

Managing Configuration

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