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Planview Customer Success Center

How do loading methods affect the "Replace past with actuals" action on the budget?

The loading method on task assignments has no effect on the replace past with actuals functionality on the budget, which functions independently from the project.

All task assignments, including those with a loading method that does not replace past with actuals, will be affected by the replace past with actuals functionality on the budget if the row is flagged to replace past with actuals.

When the budgeted effort in past periods is replaced with actual effort on the budget, the budgeted effort in past periods for the related task assignments will be replaced with actual effort.