Create Actual Resources
In addition to planned resources, you can enter actual resources into an activity. Use the Allocations (actual) tab and Add Actual Resources For Planned Resources option to copy the resources from the planned resources. Actual resources and their costs are booked to a certain date. These actual resources and costs can be reported as Actual data on the Dashboard.
Note: You do not need to allocate the actual resources to an individual activity within a timetable. You can create a separate activity over the total time and collate the actual resources there.
Ways to access
Select an activity in a view and click the Allocations (actual) tab in the Object Properties pane.
Steps
Enter actual resources in an activity
Open a view with a time-distance cell and select an activity.
Click the Object Properties Pane > Allocations (actual) tab. …
Note: If the Allocations (actual) tab is unavailable, check the Enable resources and accounts on the Tools > Options > Visibility tab.
Click the Add Resources icon.
In the Select Resources dialog, click + to expand groups of resources you might need in the Resource structure list.
Specify the resources to use by checking the box next to each in the Resource structure. Resources you select are added to the Selected resources at the bottom of the dialog.
Click OK.
Click the Allocate (cost) icon.
In the Select Accounts dialog, specify the cost centers to use by checking the box next to each in the Account structure list. Accounts you select are added to the Selected accounts at the bottom of the dialog.
Click OK.
Enter the Input value, which is the effort/quantity for resources and cost value for cost allocation.
Select the date and time to which each actual resource should be booked.
The other input values behave in the same way as planned resources.
Take the entered planned resources as actual resources
In the libraries, confirm that the Collect actuals option is enabled for the resources you are using in your project.
Open a view with a time-distance cell and select an activity.
Click the Object Properties pane > Allocations (actual) tab.
Click the Add Actual Resources For Planned Resources icon.
In the Add Actual Resources from Planned Resources dialog, enter the Date of new costs and the time for booking the actual resources and click OK.
Enter the Input value, which is the effort/quantity for resources and cost value for cost allocation.
Evaluate actual resources in a histogram
Open a view via the Tilos Explorer.
Select an existing chart object in a time or distance cell.
On the Object Properties pane > Chart Definition tab, make a new entry.
Select the type - Histogram. You will see the Histogram Properties dialog.
Make a new histogram entry in the table. You will see the Histogram Line Properties dialog.
Select the data source = Cost or Resource.
If you wish to create a cumulative evaluation, activate the option Sum up option.
For the data source - costs, income or cost can be evaluated, for the resources, the effort or quantity.
The planning state should be set to Actual data.
In the Show As field, select the presentation as a bar or line.
Activate the subproject and select the relative cost centers/resources for the evaluation.
Further settings for histograms can be taken from the Reference - Histogram.