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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:

   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:
   • Click Lock to lock the actuals.
   • Click Delete to delete the actuals.
   • Click Calculate to re-calculate the actuals.
   • When the calculation is complete, click Unlock to unlock the selected project or resource.
   • Click Cancel to stop the operation.

Note:

Note

Your administrator can schedule batch Project Actuals recalculation through the PSA Administration tab.

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