Actual Costs Preferences
Use this dialog box to select the options for the loading of actual costs against a project.
Contents
Field | Description |
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Allow posting actual costs to a planned Control Account or Work Package | Selecting this option allows actual costs to be entered against a control account or work package that has a status of Planned. Planned control accounts or work packages do not have an actual start date.
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Use the status date as the actual start date when posting values | Selecting this option enables Cobra to automatically set the status of planned control accounts and work packages to In-Progress during the load actuals process.
If the forecast start date is later than the status date, Cobra will change the start date to the day before the status date and open the control account or work package. If the forecast start date is earlier than the status date, Cobra will change the start date to the forecast start date. This option is available only if you selected the Allow posting actual costs to a planned Control Account or Work Package option.
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Allow posting actual costs to a completed Control Account or Work Package | Selecting this option allows entry of actual costs against control accounts or work packages with a status of Complete. If this option cleared, Cobra will not load actuals for completed control accounts and work packages and will list them as warnings in the process log. |
Prevent loading historical actual cost | Selecting this option allows you to load only the actual costs with cost date values that fall between the start and finish dates of the current status period during the load actuals process. By default, this option is cleared.
This option only applies if you selected Period Costs on the Included Costs page of the Integration wizard. |