Actual Costs Preferences

Use this dialog box to select the options for loading actual costs for a project.

Contents

Attention: For information on how to use the Selected and Secure checkboxes of these options, see Using the Selected and Secure Checkboxes.

Field	Description
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. Selecting the Secure checkbox for this option while the Selected checkbox is cleared also selects the Secure checkbox for the Use the status date as the actual start date when posting values option. Selecting the Secure checkbox for this option while the Selected checkbox is selected does not affect the Secure checkbox for the Use the status date as the actual start date when posting values option. Clearing the Selected checkbox for this option while the Secure checkbox is cleared does not affect the Secure checkbox for the Use the status date as the actual start date when posting values option. Clearing the Selected checkbox for this option while the Secure checkbox is selected also selects the Secure checkbox for the Use the status date as the actual start date when posting values option.
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. Selecting the Secure checkbox for this option also selects the Secure checkbox for the Allow posting actual costs to a planed Control Account or Work Package option. Clearing the Allow posting actual costs to a planned Control Account or Work Package option also clears this option, except if this option is disabled in the EPM Security Administrator (EPM SA).
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 is not selected, Cobra will load actuals for completed control accounts and work packages only if their actual finish date falls within the last period date and the current status date. Subsequently, Cobra will list the completed control accounts and work packages that have their finish date before the current period date as errors 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.