There are 6 user-defined fields you can use when you claim actuals in Control. An additional field is available to select a resource from the Project library. The fields are available in Actual Details > Claim Actuals tab slide-out panels for Quantities, Man Hours, Equipment Hours, and Cost. The following fields are available:
| User defined field | Type | Description |
|---|---|---|
| Actuals user defined 1-2 | Date | You can use to enter dates such as start and finish dates among other entries. |
| Actuals user defined 3-6 | Free text | You can enter any variable attribute based on your business processes. |
| Estimate resource | Choice | You can select a resource from the Project library. You can only select one resource per transaction. |
You can customize the field labels to fit your business practices in Platform > Suite Administration > Custom labels. For example, you can name Actuals user defined 3 to Area, and Actuals user defined 4 to Category.
The user-defined fields are available to use in Actions > Claim multiple CBS quantities dialog box. You can click in a field and enter data, including selecting an Estimate resource in the Estimate resource field. The fields can also be viewed in Actuals History tab.
You can import claim actuals and use the user-defined fields as mapped fields in the CBS Microsoft Excel import.
For more information about importing actuals, see Import Actual Values from Excel or CSV.
Additional Information
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