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ArticlesPSA: How to Schedule the Actuals Job to Run on a Particular Schedule

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PSA: How to Schedule the Actuals Job to Run on a Particular Schedule

  • Feb 12, 2025
  • Knowledge

Title
PSA: How to Schedule the Actuals Job to Run on a Particular Schedule
URL Name
PSA-How-to-Schedule-the-Actuals-Job-to-Run-on-a-Particular-Schedule

Product Area
Actuals
Release Version
Environment
  • Professional Services Automation
  • All Versions
Additional Notes
  • If there is a 'Project Actual Recalc' job scheduled to address Parent/Child Project roll-ups it is recommended to only run this job once a night and to delete the 'PSA Actuals at x:0' scheduled job the above script creates. This will allow 30 minutes for the 'Project Actual Recalc' job to complete before the Actual job initiates as both lock the Actuals to process the job
     
Procedure
  • Schedule Actual Job Options:
    • Option 1:
      1. Navigate to the Developer Console
      2. On the Debug drop down, select Open Execute Anonymous Window
      3. In the Enter Apex Code window, paste this text: 
    • Winter 2021 and higher use this script:
    pse.ActualsScheduled job = new pse.ActualsScheduled();
    for(integer i = 0; i < 60; i+=15){
    System.schedule('PSA Actuals at x:'+i,
    '0 '+i+' * * * ?',
    job
    );
    }  
    

    

    1. Adjust the 15 in the i+=15 code to the desired interval between job runs
    2. Click Execute
    3. Navigate to Setup>Monitoring>Scheduled Jobs and verify that the jobs scheduled successfully

      • Depending on the frequency scheduled, there will be multiple jobs listed named "PSA Actuals at x:(the name of the job from the code above, which can be customized)"
      

    

    • Option 2:

      1. The actuals job can also be scheduled from the PSA Administration Tab to run weekly or monthly, but to schedule it to run every 15 minutes as the example here does, the schedule would have to be created many times
      

    • Option 3:

      1. To schedule the job to run hourly, use this code instead: pse.ActualsScheduled job = (pse.ActualsScheduled) JSON.deserialize('{}', pse.ActualsScheduled.class); System.schedule('Hourly PSA Actuals', '0 0 * * * ?', job ); 
      2. Update the "Hourly PSA Actuals" text in the script to the preferred job name
      

    Objective
    • Schedule the Actuals job to run on a particular schedule
    Professional Services CloudCustomer Success CloudProject ManagementFinancial Management Cloud
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    Knowledge:PSA: How to Schedule the Actuals Job to Run on a Particular Schedule