Manually Creating an Actual

Sheila has received an invoice and would like to enter the amount into the system to compare the expected spend with the forecast spend. To do this, Sheila creates an actual.

1. On the Investments tab, click the Panel icon in line with the marketing investments that you would like to add a PO to.

2. On the Details panel, click the Actual panel icon.

3. Click the Add Actual button.

Note: If the Add Actual button is greyed out, you do not have the correct permission to add actuals. If you require updated permissions to add actuals contact your System Administrator.

4. On the Actuals panel, fill in the details for the Actuals. Enter at least Amount and Date.

5. Click the x in the top right corner to close the screen.

You have manually created an actual.