Why are Actuals not Rolling-up?

There are several reasons why actuals might not roll-up including:

Reason/Symptom Solution
If you create a project hierarchy after selecting the Include in Financials checkbox. To correct this, re-calculate 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 the business record that is not rolling-up. Select the Include in Financials checkbox..
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".

Concept Information

Actuals

Related Tasks

Processing Transaction Deltas

Recalculating Resource and Project Actuals

Recalculating Actuals with the Actuals Verifier

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