Deltek Vantagepoint Help

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Set Up an Overall Revenue Calculation for a Project

You can set up an overall revenue calculation at the project level (work breakdown structure 1 level) only.

Prerequisites: You must first set the Enable Additional Revenue Calculations at Project and Group Levels option to Yes on the Revenue settings form in Settings > Accounting > Revenue.

To set up an overall revenue calculation for a project:

  1. In the Navigation pane, select Hubs > Projects > Project.
  2. On the Projects form, select a project and click the Accounting tab.
  3. In the Revenue section, select the Enable Overall Revenue Limit check box.
  4. In the Basis field, select the Revenue Method.
  5. In the Phase to Adjust field, select a phase to use as the adjustment phase. If the project has a task, the Task to Adjust field displays and you can select a task to use as the adjustment task
    When you run revenue generation for a project that has the Enable Overall Revenue Limit setting, Vantagepoint compares the sum of the revenue that is calculated at a project's lowest work breakdown structure level with the overall revenue calculated at the project level. It posts the difference to an adjustment phase or task.
    Deltek recommends that the adjustment phase or task have a:
    • Status of dormant: You enter the status for a phase or task in the Status field on the Summary pane of the Projects form.
    • Revenue method of N (No Revenue Recognition): You enter the revenue method for a phase or task in the Revenue Method field.
  6. In the Revenue Method field, select the revenue method to use to calculate the overall revenue for a project at the project level when you run revenue generation.
    If you use revenue categories to track multiple unbilled services and uninvoiced revenue accounts, the Revenue Categories section displays instead of the Revenue Method field. In the Revenue Categories section, enter the revenue method for each revenue category.