Contents of the Revenue Groups Form

Use these fields and options to set up a revenue group.

Headers

Field	Description
Find revenue group	At the top of the Revenue Groups form, enter either a complete or partial name or number in the Find revenue group lookup field to find and select an existing revenue group that you want to view or edit. Your current record selection will be preserved if you switch to another application and then return to this form. For information about creating and using searches, see the Search Vantagepoint help topics.
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in either () List View or () Detail View. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available saved searches vary, depending on the active hub or application form. For more information about Search Navigation Controls, see Search Quick Reference, Components of a Search, and Use Search Navigation Controls to Filter and Refine Records.
Saved Searches list	To filter the list of revenue groups, select one of the following search types: Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane. Selection: If available, this ad hoc search appears in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create a new ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. Active: Select from a list of all revenue groups to which you have access. All: Select from a list of all revenue groups to which you have access. Mine: Select from a list of all revenue groups that you are currently using and for which you are an owner or member of the team. My Searches: Select a search from this folder to display a list of revenue groups based on your personal search. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Select a search from this folder to display a list of revenue groups shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Search: Select a search from this folder to display a list of revenue groups based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. If you share a SQL Where Search with a user who does not have the required security role access to SQL Where Clause searches, then the user can view and run the SQL Where Clause search, but they cannot edit it. Legacy searches, which are based on saved searches from previous versions of the application or legacy systems, display as SQL Where Clause searches. + New Search: Select this link to create a new search for revenue groups. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use the Advanced Settings feature to search by all available Projects hub grids and fields (including, standard and user-defined grid fields), based upon your field level security. The Add a Field drop-down includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with Projects hub is displayed.
x of x	Use these arrow icons to scroll through the records and open a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
	On the Search Navigation Controls at the top of the form, click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the Select Columns dialog box. For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View.
	After you switch to list view, you can click the Switch to Detail View icon to switch back to the detailed view of the form. In detail view, all selected fields are displayed on the form. This is the default view when you first open the application. Subsequently, the view that was active when you closed the application is the one that displays when you open it again. Detail view is the view that is described in the Help.
+New Revenue Group	Click this option to open the New Revenue Group form.
Actions	Click to select one of the following actions: Delete: Click this option to delete the currently displayed accrual schedule record.

Revenue Methods

Field	Description
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 sub project, so it displays in the Projects Included in this Revenue Group 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 checkbox on the Settings > Accounting > Revenue form . Use the lookups to select the revenue method to use to calculate revenue for the overall revenue group (contract) when you run revenue generation.
Labor
Consultants
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
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: Status of dormant. You enter the status for a phase in the Status field on the General tab of the Projects hub (desktop). Revenue method N (No Revenue Recognition). You enter the revenue method for a phase in the Revenue Method field on the Accounting tab of the Projects form in the Projects hub.
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: Status of dormant. You enter the status for a task in the Status field on the General tab of the Projects hub (desktop). Revenue method N (No Revenue Recognition). You enter the revenue method for a task in the Revenue Method field on the Accounting tab of the Projects form in the Projects hub.

Projects Included in this Group Grid

Use this grid to enter or edit sub project information.

Field	Description
Edit	To edit an existing Revenue Group, click any field on the grid and edit the data. The fields with changes are highlighted with an outline until you save the form. Fields that cannot be edited display in gray.
+Add Subproject	Click this option to open the Project lookup and select the projects that are related to this revenue group.
Project	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: Belong to another revenue group. Have the Overall Revenue option set to Calculation on the Accounting tab of the Projects form in the Projects hub. The Project lookup includes: Projects from all of the companies in your enterprise, if you have multiple companies. Only projects that have the same billing currency as the main project, if you use multiple currencies. The main project that was selected at the top of this form is also treated as a sub project, so it displays in the Projects Included in this Revenue Group grid. You cannot delete it from the grid.
Project Name	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.
X	Select a row and click this option at the end of the grid row to delete the project from the grid and remove it from the revenue groups. You cannot delete the main project.