Contents of the Revenue Groups Form
Use these fields and options to set up a revenue group.
Fields
Field | Description |
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Main Project | To enter a new revenue group, click
+ New Revenue Group on the actions bar to enable this field. Then use the Project drop-down list to select the project by which to identify the new revenue group. The list includes only those projects with a regular charge type. It excludes projects that belong to another revenue group and projects that have the
Calculation option selected for the
Overall Revenue setting on the Accounting tab of the Projects form in the Projects hub.
The main project is also treated as a subproject, so it displays in the Sub Project grid on this form. You cannot delete it from the grid. Because the adjustment phase or task for a revenue group is usually from the main project, the main project also prefills in the To Adjust section on this form. |
Revenue Method field or Revenue Categories section | Either a
Revenue Method field or a
Revenue Categories section that has fields for the revenue method for each revenue category displays, based on whether or not you selected the
Enable Tracking for This Many Revenue Categories check box in .
Use the lookups to select the revenue method to use to calculate revenue for the overall revenue group (contract) when you run revenue generation. |
Multiplier or Amount | If you want to apply a multiplier, percentage, or amount to the revenue method that you entered in the Revenue Method field (or fields for revenue categories if you use revenue categories), enter it here. It increases or decreases revenue that is calculated for the contract (overall revenue group) when you run revenue generation. For example, if you want to increase the revenue calculation by 15%, enter 1.15 in this field. |
Project to receive adjustment entry
In this section, you determine the adjustment phase or task to which to post any difference between the sum of the revenue that is calculated for each subproject and the revenue that is calculated for the overall revenue group (contract) when you run revenue generation. The adjustment is made at the lowest WBS level that you have.
Field | Description |
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Adjustment Project | The project that you enter in the Main Project field on this form prefills in this field. This is the project of the adjustment phase or task to which any adjustment amount for the revenue groups is posted when you run revenue generation. Use the Project lookup if you want to replace the main project with a subproject from this revenue group. |
Adjustment Phase |
Use the lookup in this field to select the adjustment phase to use for the revenue group when you run revenue generation. Deltek recommends that the adjustment phase have a:
|
Adjustment Task |
Use the lookup in this field to select the adjustment task to use for the revenue group when you run revenue generation. Deltek recommends that the adjustment task have a:
|
Sub Project Grid
Field | Description |
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Grid Drop-Down |
Click the drop-down arrow on a grid header to complete any of the following actions:
Not all options are available on all grids. |
Insert |
Click this option to open the Project lookup and select the subprojects for this revenue group. When you run revenue generation, the sum of the revenue that is calculated for each subproject is compared to the revenue that is calculated for the overall revenue group (contract). The Project lookup excludes projects that:
The Project lookup includes:
After you select a project in the Project lookup, the project displays in the Sub Project grid. |
Delete | Select a row in the grid and click this option on the grid toolbar to delete the project from the grid and remove it from the revenue groups. You cannot delete the main project. |
The vertical ellipsis provides a set of row tools, or options, for working with grid records in a hub. At the end of each row, click , and select Copy to copy all information associated with a specific record. The copy of that record appears on the next row below. Select Delete to remove the record from the grid. Other options may be available depending upon the type of record listed in the grid. | |
Sub Project | The main project for a revenue group is treated as a subproject. It automatically displays in the grid and cannot be deleted. This field displays the project numbers of the subprojects that you add to the revenue group. |