Add an Actual

Add pending and confirmed actuals to help track spending on your project. You can enter actuals in their native currency, and the application will convert them to the base currency.

To add an actual:

  1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Cost and Funds, and then select Actuals.
  3. In the Actuals table, select Add.
  4. In the new row, complete the following fields:
    • Name: Enter a unique name.
    • ID: Enter a unique identifier for the actual or use the auto numbering feature.
    • Effective Date: Select the date the actual is effective .
    • Total Amount: The Total Amount is calculated as the sum of the Amount of each actual line item. The value can be positive or negative. The Total Amount is read-only.
    • Total Hours: The Total Hours is calculated as the sum of the Hours of each actual line item. The value can be positive or negative.
    • (Optional) Description: Enter additional details about the actual.
    • (Optional) Currency: Select the currency associated with the actual. If this field is empty, the actual will use the project currency.
    • (Optional) Exchange Rate: If the record currency is different than the base currency, you can enter an exchange rate to convert the Total Amount value from the record currency to the base currency.
    • (Optional) Company: Select a company.
  5. Complete the other fields as necessary.
  6. Select Save.