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. |