InformationTitlePSA: How to Run Project Actuals Recalculation in Scheduled ModeURL NamePSA-How-to-Run-Project-Actuals-Recalculation-in-Scheduled-ModeDetailsProduct AreaHelp Product AreaProject ManagementRelease VersionHelp Release VersionAll VersionsEnvironmentHelp EnvironmentProfessional Services AutomationAll VersionsAdditional NotesHelp Additional NotesIf the Actual job is scheduled to run every 15 minutes and the Project Actual Recalc is scheduled at the top of the hour, the job labeled 'PSA Actuals at x:0' need to be deleted as both jobs need to lock the Actuals, but only one job canThe Actuals: Need Recalc field is only recommended to use if attempting to force update a few Projects. Otherwise, the 'Project Actual Recalc' job will process and update Projects that have Transaction records waiting to process.The Actuals: Need Recalc field may have to be added to the Project's Page Layout if not displayedThe Schedule Batch button adds the job to the Setup under Scheduled Jobs, which can be deleted if not currently runningActuals 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" and the Actuals: Need Recalc field must be set to "true" for the scheduled job to include the ProjectWhen there is a change to the Child Project, the Parent Project's Actuals: Need Recalc field will be set to "true" be design, which the Project Actual Recalc scheduled job need to exist to process those Parent Projects. Once done the Actuals: Need Recalc field will be set to "false"PSA: How to Run Project Actuals Recalculation When in Immediate Mode article has more informationIf there is a Region, Practice or Group change on the Project record the Project Actual Recalc will remove the actual values from the old Region, Practice or Group and then add it to the new Region, Practice or GroupProcedureHelp ProcedureSchedule the Project Actual Recalc to run over night by doing the following steps: Go to + All Tabs (Classic) or App Launcher (Lightning)Select the PSA AdministrationScroll down to 'Schedule' sectionSelect the days in the 'Recurs Every Week On' sectionSelect the Start TimeScroll up to the 'Project Actual Recalc' section and select Schedule Batch button(Optional) On the affected Project set the Actuals: Need Recalc field to "true > Select Save ObjectiveHelp ObjectiveHow to run Project Actuals Recalculation in Scheduled mode
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