Apply Actuals

In my last blog post we talked about updating individual activities by using Expected Finish Constraint. If you want to update a group of activities based on a particular date then you can also use “Apply Actuals” options and update these activities.

Prerequisites to using Apply Actuals;

1) Resources should have Auto Compute Actuals enabled. It can be enabled by going to Resources> Details

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2) Activity should have Auto Compute Actuals enabled. This option is sort of hidden and you have to enable this column by going to Columns>General>Auto Compute Actuals

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3) If you are allocating Expenses for your activity then the same option needs to be enabled for Expenses too.

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Respective data will be updated for which Auto Compute Actuals option have been enabled.

When we use “Apply Actuals” option following rules are followed;

  • Apply an Actual Start to all Activities that have a Planned Start < Data Date. The Actual Start is set to the Planned Start.
  • Planned Finish is not changed.
  • Calculates Remaining Duration as the Early Finish-New Data Date.
  • Calculates Actual Duration as Original Duration-Remaining Duration.
  • Calculates Actual Units as Unit Percent % * At Complete Units.
  • If Planned Finish is < Data Date, then an Actual Finish will be applied. The Actual Finish is set to the Planned Finish.
  • Actuals are subtracted from At complete values to calculate Remaining values.