InformationTitlePSA: How to Run Project Actuals Recalculation when in Immediate ModeURL NamePSA-How-to-Run-Project-Actuals-Recalculation-When-in-Immediate-ModeDetailsProduct AreaHelp Product AreaProject FinancialsRelease VersionHelp Release VersionEnvironmentHelp EnvironmentProfessional Services AutomationAll Versions Additional NotesHelp Additional NotesActuals cannot update the Project record if the All Time Period is not linked. To update the Project set the Action: Update Current Time Period field to "true" and select Save prior to running the processAll Time Period's End Date field must not go past 5 year from the current year. It is recommended to add a calendar reminders to extend the value out another 5 years before the End Date is reachedThe Project's Active field must be set to "true"PSA: All the Buttons are Greyed out While Trying to run Project Actuals Recalc article has more informationPSA: How to Run Project Actuals Recalculation in Scheduled Mode article has more informationProcedureHelp ProcedureEnsure all Transaction Deltas and App Log tabs are clearedMake sure the scheduled Actual job is not running before starting this process as both need to lock the ActualsGo to + All Tabs (Classic) or App Launcher (Lightning)Select ProjectsSelect Create New ViewType "Project Actuals Recalc" in the View Name fieldView Unique Name field will auto-populateGo to 'Filter By Additional Fields (Optional)' section select the following: Select "Project ID" field in the Field fieldSelect "equal" in the Operator fieldPaste "Project ID" in the Value field Add a comma between the Project ID if more than one Project ID is needed Select Save button Go to + All Tabs (Classic) or App Launcher (Lightning)Select Project Actuals Recalc TabIn View field select "Project Actuals Recalc" created in step 5Select the Select All button to select all rows or select the individual rowsSelect Done buttonSelect Lock buttonSelect Delete buttonSelect Calculate buttonSelect Unlock buttonObjectiveHelp ObjectiveHow to run Project Actuals Recalculation when in immediate mode
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