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ArticlesPSA: EVA Not Updating When a Timecard is Submitted or Approved

Knowledge Article

PSA: EVA Not Updating When a Timecard is Submitted or Approved

When a timecard is submitted or approved, the Actual Hours field on the Estimates vs Actuals (EVA) record may not update automatically. This issue can occur if the automation setting the 'Submitted' checkbox on timecards runs in the after trigger context. The processing order prevents the timecard from being recognized as eligible for EVA updates. To resolve this, ensure any timecard-related automation runs in a before trigger context. If using custom time periods, specific settings must be correctly configured.

  • Jan 29, 2026
  • Knowledge

Title
PSA: EVA Not Updating When a Timecard is Submitted or Approved
URL Name
PSA-EVA-Not-Updating-When-a-Timecard-is-Submitted-or-Approved

Product Area
Resource Management
Release Version
All Versions
Symptoms
  • Submitting or approving a timecard does not automatically update the Actual Hours field on the Estimates vs Actuals record.
  • When using the Action: Refresh EVA Hours From Timecards field on the Related Assignment, the Actual Hours field on the Estimates vs Actuals record updates correctly.
Environment
  • Professional Services Automation
  • All Versions
Resolution
  1. Ensure any timecard-related flow logic runs in a before trigger context
  2. Ensure the Submitted checkbox is set to "true" within that context so downstream processes update correctly
  3. If Generating Custom Time Periods
    1.  Set Disable Automatic Weekly Time Periods checkbox to "true" and Calculate EVA Actuals Incrementally to 'false" in 'Est Vs Actuals Settings' Custom Settings. 
    2. To verify if using Custom Time Periods  
      1. Setup > Custom Settings > Est Vs Actuals Settings> select Manage next to label
      2. Check for any value in Generate Custom Time Period Records field
Cause
  • This issue occurs when the automation that sets the Submitted checkbox on Timecards runs in the after trigger context. Because EVA actuals evaluation occurs earlier in the transaction, the Timecard is not recognized as eligible at the time of processing, preventing EVA records from updating automatically.
  • If Generating Custom Time Periods, the Disable Automatic Weekly Time Periods checkbox must be set to true. This requirement is referenced in this article here
  • The  Calculate EVA Actuals Incrementally is not supported with Generate Custom Time Periods function
Additional Notes
Professional Services CloudCustomer Success CloudFinancial Management CloudResource Management
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Knowledge:PSA: EVA Not Updating When a Timecard is Submitted or Approved