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Planview Customer Success Center

How does "replace past with actuals" in budgets affect materials for the budget?

When "replace past with actuals" is enabled on the budget, project materials are added as products into the budget. All products with the same product ID are grouped into a single budget row. 

When "replace past with actuals" is disabled, new materials of that product ID are not added into the same budget row.

When a budget has multiple lines for the same product ID:

  • If an engagement product is selected in the material, then Changepoint matches it to the corresponding budget product that has the same engagement product selected.
  • If a specific budget product is selected in the material, then the material counts as actual against that budget product. When in doubt, selecting a budget product on the material is the best way to remove any ambiguity.