Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Revenue Generation Setup Checklist

You may find it helpful to review a list of the general steps that you complete to set up revenue generation.

Step Description
1 To enable Revenue Generation, set the Enable Revenue Generation Feature option to Yes in Settings > Accounting > Revenue.
2 Enable and set up revenue categories if you want to track multiple unbilled services and uninvoiced revenue accounts.
3 Create user-defined revenue methods if:
  • None of the standard revenue methods calculates revenue in a way that matches your projects' contract terms.
  • You want to track multiple unbilled services and uninvoiced revenue accounts with revenue categories. You must create a user-defined revenue method for each revenue category. You cannot use standard revenue methods with revenue categories.
4 After you decide which revenue methods to use, you should prove out each revenue method on a few projects before you assign the method to all of your projects.
5 Assign a revenue method for each project for which you want to accrue revenue.

On the Accounting tab of the Projects form in the Projects hub, at the lowest chargeable level for each project, enter the revenue method. If you enabled the Revenue Categories feature, enter a revenue method for each revenue category on the Accounting tab.

6 Set up overall revenue upset limits and overall additional revenue calculations for individual projects on the Accounting tab of the Projects form in the Projects hub. These are optional.
7 Enable and set up revenue groups if you have projects that are part of a group or contract, and you want to recognize revenue at the overall group (contract) level rather than as the sum of its projects.