How to...
After you enable revenue generation, use the Revenue Methods form to add or edit user-defined revenue methods. You can also review the Revenue Method List to make sure that you have the revenue methods in place for your enterprise needs.
- Related Topics:
- Enable or Disable Revenue Methods
You enable or disable standard revenue methods and user-defined revenue methods, depending on the requirements of your firm. - Create a User-Defined Revenue Method
When you create a user-defined revenue method, you select the fields and operators for the method. - Modify a User-Defined Revenue Method
You can modify a user-defined revenue method's description or formula. - Specify a Project's Revenue Method
For any regular project, you can specify a revenue method. - Delete a User-Defined Revenue Method
When you delete a user-defined revenue method, Vantagepoint first determines whether or not that method is assigned to any projects. If it is, Vantagepoint prompts you to specify another method for each of those projects before it lets you proceed with the deletion. - Export the Revenue Method List
Export and review this report to make sure that your database has the revenue methods and calculations that you need.
Parent Topic: User Defined Revenue Settings