Calculate Total Committed

Learn about the Calculate Total Committed Quick Action and how it functions in Maica

The Total Committed Calculation Quick Action allows you to manually recalculate committed funding or preview committed values for a specific date range under either a Service Agreement or Agreement Item.

This gives you real-time visibility into how much of the Budget is already allocated — both from past activity and forecasted future services.

As mentioned, but important to note, this quick action is also available on Agreement Item records. If accessed from an Agreement Item, the calculation will only apply to that individual item. If accessed directly from a Service Agreement, the calculation will include all associated Agreement Items with that Service.

How does the Quick Action work?

Begin by selecting the Total Committed Calculation Quick Action from the top of your Service Agreement or Agreement Item.

Once done, you will have two options:

Please note, if the Enable Total Committed Calculation setting is turned off in your Maica Settings, this quick action will still be visible — but only the Preview by Date Range option will be available. The Calculate Total Committed option will not appear. To learn more about the Enable Total Committed Calculation setting, click here.

1. Calculate Total Committed

This will:

• Run the Total Committed Calculation process, which is further described here.

• It will then update the Total Committed field with the new value.

Use this option when you want to manually update the Committed Values on a Service Agreement or Agreement Item

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1. Preview by Date Range

When you select Preview by Date Range, the Date Range fields will show and the button will dynamically update from Confirm to Preview.

Here you can:

• Enter a Start Date and End Date

• Click Preview

This will:

• Run the same calculation logic

• Return a committed value for that date range

• Not update any fields on the record

The Date Range Preview is for inspection purposes only — it does not affect any fields on the Service Agreement or Agreement Item.

What happens next?

• If you chose Calculate Total Committed, the calculation will run and automatically update the Total Committed field, you can then close the modal.

• If you chose Preview by Date Range, a value will display under the date fields for your selected period — but nothing will be saved, you can then change the dates and run it again, or, close the modal.