When a Timecard is entered into the system, a record is generated that can be...

When a timecard is entered into the system, aTransaction Deltarecord is generated. This record is essential for calculating actuals.

What is a Transaction Delta Record?

It is a record that tracks the impact of approvedtimecards, budgets, billable milestones, and other financial elements.

It signals whichfields need to be updatedin project actuals.

Process Flow in Scheduled Mode:

When a timecard isapproved, the system creates aTransaction Delta record.

TheActuals Jobpicks up this delta record and updates actuals.

TheTransaction Delta recordis deleted once the update is complete.

Where to Monitor Transaction Delta Records?

Add the following related lists to the Project page layout:

Project Actuals

Transaction Log

Transaction Deltas

Troubleshooting Errors with Actuals:

If actuals are not reflecting, check for unprocessedTransaction Delta records.

Manually trigger theActuals Calculation Jobfrom thePSA Administration tab.

Certinia PSA Actuals Processing Guide​

Certinia PSA System Administration Essentials

References: