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The Actuals tab allows you to record the realized benefits and costs for each month of the initiative’s lifespan. This data feeds into the Realized values shown in the initiative and higher-level overview pages.
Actuals are only available for Active initiatives.
Draft initiatives do not have the Actuals tab enabled. An initiative must be submitted and approved before actuals can be recorded.
For each month, enter the Actual Benefit, Actual Cost, and accompanying notes alongside the estimated values shown for reference. Navigate between years using the arrow controls at the top and bottom of the table.
Actuals are entered as nominal (non-PV adjusted) amounts
The values you log here are raw figures. ValueMap applies the present value adjustment automatically behind the scenes. To see the PV-adjusted realized values, go to the initiative analysis section in the Overview page and set the Projection selector to Realized.
Click Edit to enter edit mode, make your updates, and click Save to apply. Make sure to click Expand all to see all nested rows, as the editable fields will be available per object, per month.
Required role
Super Admin, Admin, and Contributor can record and edit actuals. Viewer can view the actuals table but cannot enter values.