Recalculating Resource and Project Actuals

To recalculate project actuals or resource actuals:

  1. Click the Project Actuals Recalc or Resource Actuals Recalc tab.
  2. To filter the list of projects or resources on your view, select an item from the View drop-down list.
    Note
    You can create your own Project view on the Projects tab and Resource view on the Contacts tab.
  3. To select a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. or resourceA contact that works on a project., select its checkbox.
  4. Click Done.
  5. Select the button for the action that you want to carry out on the selected project or resource:

Concept Information

Actuals

Why are Actuals not Rolling-up?

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