Mass Calculate Spread Actuals

Mass Processing in Advanced Project Management

There are several mass processing options that allow you to perform a process against multiple selected projects.

With each menu option, you can trigger the relevant process to run immediately, or you can add it to a schedule.

When a Budget Spread is approved, there may be a period before the next Budget Spread is created. During that period, the Actuals may change for the current Fiscal Period before the next Budget Spread is generated. Use the Mass Calculate Spread Actuals process to update the Actuals.

To schedule Mass Calculate Spread Actuals:

Navigate to Mass Calculate Spread Actuals (Advanced Project Management > General Operations > Mass Calculate Spread Actuals).
Optionally filter by Project Id, Project Description, Cost Code, Phase Id, Project Start Date and Project End Date on the Filter card.
Select which actuals to calculate (Actual Cost, Subcontract Order, Purchase Order).
Set the schedule on the Advanced card.
Scheduling Process Set
To set the process schedule for any of the mass processes, fill in the details on the Advanced card in the application:
1. Select a Schedule. Select Now if you want to run the process immediately.
  
  To schedule the process for a different time, select a different Schedule from the drop-down list. Schedules are maintained in the System Agent Maintenance screen in Standard Kinetic.
2. For a scheduled process, select Recurring for the task to recur. This check box is available for any Schedule other than Now.
For further information on Schedules, refer to the standard Kinetic Help topics System Agent Maintenance > Schedules.
Select Process .