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Record actual impacts for an event

Use this dialog to record when an event actually occurred and capture the real financial impacts across different categories and confidence levels.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the materialise event dialog​

From the event actions, open the materialise dialog to start recording that the event has actually occurred; the dialog opens with today’s date pre-filled and empty impact rows.

Open the materialise event dialog

Step 2: Confirm the event date​

In the Occurred date field, review the default date (set to today) and adjust it if the event occurred on a different day so the actual impacts are recorded against the correct date.

Confirm the event date

Step 3: Add contextual notes​

In the Notes area, enter any relevant context about what happened, such as root cause, affected teams, or key decisions, so others can understand the circumstances of the actual event.

Add contextual notes

Step 4: Add an actual impact line​

Select the Add impact button to create a new impact row; a default category, amount of 0, description field, and medium confidence are added for you to customise.

Add an actual impact line

Step 5: Set impact category, amount and description​

For each impact row, choose the appropriate impact category, enter the actual monetary amount in the specified currency, and describe what the impact represents so financial effects are clearly documented.

Set impact category, amount and description

Step 6: Adjust confidence level​

For each impact, select the confidence level that best reflects how certain you are about the amount, helping stakeholders understand the reliability of each figure.

Adjust confidence level

Step 7: Review total actual impact​

Check the automatically calculated total actual impact across all rows to verify that the overall amount looks correct before saving.

Review total actual impact

Step 8: Remove unwanted impact rows​

If you have added an impact line by mistake or no longer need it, use the delete option on that row to remove it from the calculation.

Remove unwanted impact rows

Step 9: Submit the materialised impacts​

When you are satisfied with the date, notes and impact lines, select the submit button to save the materialised event; the dialog shows a loading state while submitting, and on success it closes and your event list is updated.

Submit the materialised impacts

Last updated: 2026-02-09