Create an Actual

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Depending on your needs, you should configure cost categories, units of measure, workspace CBS, and project CBS before you create actuals.

To create an actual:

  1. Select an Actuals Source
  2. Edit an Actuals Source
  3. Add actuals through manual entry or import.
  4. Add an Actual Line Item
  5. Assign a Fund to Actuals
  6. View a Scope Based Actual
  7. Confirm an Actual