Overrides

Your organization can attribute a PSA business recordTimecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget to RPGs other than a project or resource’s RPGAbbreviation of region, practice, group.. When a PSA business record that is to be included in financials is processed, its related transactions roll-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. to RPG actualsTotals for a given time period. based on configuration options in the Transaction Follow Rules configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce 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:

When overriding RPGs, billing eventA 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.

Note
When you override the RPGAbbreviation 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.

Concept Information

Administrator Guide

Custom Columns Overview

Managing Configuration

Setting up Accounts and Opportunities

Actuals

App Log

About Contacts and Resources

Currency

Permission Controls

Rate Cards

Regions, Practices and Groups

Managing Profiles, Security and Sharing

About Time Periods, Work Calendars and Holidays

Work Queue Manager

Field Sets

Related Tasks

Amending Configuration Values

Configuring Custom Columns

Setting up Assignments

Customizing Billing Event Items

Setting up Services Forecasting

Setting up Planners

Setting up Projects

Configuring Bottom Up Planning

Setting up Timecards

Setting up a RPG

Adding a RPG Plan

Overriding the RPG on Milestones, Budgets, and Miscellaneous Adjustments

Overriding the RPG on an Assignment

Overriding the RPG on an Expense or Expense Report

Overriding the RPG on a Timecard or Timecard Split

Reference Materials

Configuration Settings

Region, Practice and Group Fields

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