Enter Financial Actuals on Financial Assignment Pages

This article explains how to view and enter actuals on a Financial assignments page.

Overview

The most reliable and cost effective method for obtaining financial actuals is by a custom interface to your corporate financial system.

Users with appropriate financial rights can enter actuals directly, or import them, on financial assignment pages (Assignment>Financial and Project>Detail>Financial).

Contact your system administrator if an automatic interface is needed.

How To

Manual Method

Step 1: Go to a Financial assignments page.

Step 2: Click the value type drop down menu at the upper right of the page and select Actual.

The financial assignments page now shows Actuals (if any).

Step 3: Enter Actual values for cost item assignments.

Step 3: Click the Save button.

Import Method

Step 1: Click the Import icon in the page toolbar.

Step 2: Browse to select the import file.

Step 3: Click the Import button.

Step 4. Verify the correctness of the import.

Step 5. Click the Save icon.

See the article Export and Import Data for more detail.