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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. |
Unchecked |
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Delete Est Vs Actuals Batch Size |
Determines the batch size used when deleting Est Vs Actuals records (triggered automatically when Assignments are deleted). Consult with FinancialForce Support before changing this setting. |
2000 |
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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. |
Unchecked |
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Disable Automatic Weekly Time Periods |
When true, weekly Estimates vs Actuals are not automatically-generated if you have custom Time Periods of a Week type defined that overlap with a given assignment. |
Unchecked |
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Generate Custom Time Period Records |
A comma-limited list of time period types used to generate Est Vs Actuals records. |
Null |
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Generate Monthly Records |
Determines whether Est Vs Actuals records are generated by month. |
Unchecked |
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Generate Quarterly Records |
Determines whether Est Vs Actuals record are generated by quarter. |
Unchecked |
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Generate Weekly Records |
Determines whether Est Vs Actuals record are generated by week. |
Checked |
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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. |
Unchecked |
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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. |
Submitted,Approved |
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Update Actuals Batch Size |
Determines the batch size used when calculating the actuals data for Est Vs Actuals. Consult with FinancialForce Support before changing this setting. |
2000 |
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Update Estimates Batch Size |
Determines the batch size used when calculating the estimates data for Est Vs Actuals. Consult with FinancialForce Support before changing this setting. |
2000 |
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Update Project Manager Field Batch Size |
Defines the batch size used when updating the Project Manager field from Project. Consult with FinancialForce Support before changing this setting. |
2000 |
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Update Project Manager Field Sync Limit |
Defines the number of Est Vs Actuals records to process synchronously when updating the Project Manager field from Project. Records in excess of this value are processed in a batch. Consult with FinancialForce Support before changing this setting. |
9000 |
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Update Project Manager From Project |
If selected, updates to the Project Manager field reflect in the Est Vs Actuals records for that project. |
Checked |