How to Enable Actual Effort Type "Effort From Finances" (Doc ID 2167257.1)

Last updated on AUGUST 02, 2016

Applies to:

Instantis EnterpriseTrack - Version 15.2.0.0 and later
Instantis EnterpriseTrack Cloud Service - Version 15.2.0.0 and later
Information in this document applies to any platform.

Goal

Go To > Administration > Finance tab > Finance Lock Enforcement Settings. There are two options for this configuration: Strict or Limited

Limited = Finance Lock/Close Period is enforced only when the Schedule activities are used with Actual Effort Type of Effort from Finances.

There are a total of six types of Actual Effort Types (AETs) available within EnterpriseTrack.
1) Duration & Resource % Availability
2) Effort at Activity Level – Equal % Distribution
3) Effort at Activity Level - Unequal % Distribution
4) Effort at Resource Level (Summary)
5) Effort at Resource Level (Detail)
6) Effort from Timesheet

There is no option of AET of “Effort from Finances” in the environment, so how can a user enable the option "Effort from Finances"?

Solution

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