FAQ: How do I update Actuals in my Capital Project Tracker?

How do I update Actuals in Capital Project Tracking? 

There are two options to enter Actuals in the Financials Tab of your Capital Project Tracker:

• Enter Historical Actuals into the Financials Tab of your Capital Project Tracker
• Use a historical financial version from your onboarded ClearGov data.

Enter Actuals Manually

1. Navigate to your Capital Project Tracker.
2. Navigate to the Financials Tab. 
3. In this worksheet, you can enter Actuals statistics into the Historical Actuals and YTD Actuals cells in the worksheet. 

Select the image above to zoom in.

Use an Onboarded Financial Version 

1. Navigate to your Capital Project Tracker.
2. Navigate to the Financials Tab. 
3. In the upper-right corner, select Financial Settings 
4. In the drop-down under Actuals, you can select a version of onboarded data.
5. Select Save Changes.

Note: Don’t see a version in the drop-down? You can send an Actuals financial version to the data team for that year. 

Additional Resources: 

• Financials Tab of Capital Project Tracking
  • Training article: Capital Project Tracking - Take Action on your Financials
• How to Submit a Data Request 
  • Training article: Data Updates - Submit a ClearGov Data Request
• How to Add a Data Version in the Financials Tool 
  • Training article: Financials - Managing Your Financial Data