5. Revenue & Cost Actuals

An Actual represents a real financial transaction - revenue earned or cost incurred - within a project. While plans define what you expect to happen, actuals record what actually happened.

There are two types of actuals:

5.1 Creating an actual

Permission required: Create permission for the specific project

Use this when the revenue or cost was not planned in advance.

1. Open Financials for Jira from the left sidebar under Apps.

2. In the Projects panel, click the project name to open it.

3. From the top menu, click the Revenue or Cost tab.

4. Click the Create Revenue or Create Cost button.

5. In the Cost Type (or Revenue Type) dropdown, select Actual Cost or Actual Revenue. The form fields will adjust automatically.

6. Fill in the description fields.

7. Click Create.

5.2 Adding an actual to a plan (planned actual)

Permission required: Create permission for the specific project

Use this when a portion (or all) of a planned revenue or cost has been realized.

1. Go to the Revenue or Cost tab in the project.

2. Click the arrow beside the Revenue or Cost key to expand the plan list.

3. Locate the plan you want to record an actual against.

4. Click the three-dot menu (⋯) next to that plan.

5. Select Add Actual.

6. Complete the actual detail fields (see the field reference below).

7. Click Add Actual.

💡 Each plan can have multiple actuals. For example, a monthly plan of €200,000 could include partial actuals: €50,000 on one date and €150,000 on another. The plan row shows the running total of its associated actuals.

5.3 Updating an actual

Permission required: Edit permission for the specific project

Updating the Actual Revenue or Cost record

Use this to change the description-level fields (summary, status, work item, label, category, company, group, description).

1. Go to the Revenue or Cost tab in the project.

2. Click the three-dot menu (⋯) next to the entry you want to update.

3. Select Update Revenue or Update Cost.

4. Make the necessary changes.

5. Click Update.

Updating a specific actual within the record

Use this to change the amount, date, or currency of an individual actual entry.

1. Go to the Revenue or Cost tab in the project.

2. Click the arrow next to the Revenue or Cost key to expand the plan list.

3. Expand the specific plan to view its actuals.

4. Click the three-dot menu (⋯) next to the actual you want to update.

5. Select Update Actual.

6. Make the necessary changes to the amount, date, or currency.

7. Click Update.

5.4 Deleting an actual

Permission required: Delete permission for the specific project

Deleting an entire Revenue or Cost record

This removes the record and all actuals associated with it.

1. Go to the Revenue or Cost tab in the project.

2. Click the three-dot menu (⋯) next to the entry you want to delete.

3. Select Delete Revenue or Delete Cost.

4. Confirm the deletion in the dialog.

Deleting a single actual from a plan

This removes only the selected actual, leaving the Revenue or Cost record and its other actuals intact.

1. Go to the Revenue or Cost tab in the project.

2. Click the arrow next to the Revenue or Cost key to expand the plan list.

3. Expand the specific plan to view its actuals.

4. Click the three-dot menu (⋯) next to the actual you want to remove.

5. Select Delete Actual.

6. Confirm the deletion.