Creating a Revenue Forecast Quick Reference
Use this quick reference as a guide for creating a new revenue forecast.
| Step | Procedure | Related Information |
|---|---|---|
| Choose the revenue calculation to use | ||
| 1 | In the Navigation pane, select and then select the calculation that includes the amounts you will use when forecasting revenue. | Choose the Revenue Forecast Calculation Method |
| Create the initial revenue forecast | ||
| 2 | Click , open the project, and, on the Estimated Fee tab, select Use Revenue Forecasts as the fee allocation method. | Select Revenue Forecasts as the Fee Allocation Method |
| 3 | Click . | |
| 4 | If your enterprise uses multiple currencies and has different currency codes assigned for project and billing, you can choose the currency to store and the currency to display for your revenue forecast. | Change the Stored Currency for a Revenue Forecast |
| Add data to the revenue forecast | ||
| 5 | You must check out the project revenue forecast plan to make changes to a revenue forecast. | Check Out the Revenue Forecast |
| 6 | Enter values in the ETC Revenue field or enter them in calendar buckets. | Enter ETC Revenue Values |
| 7 | You can change revenue forecast dates and indicate how you want the schedule change to affect the distribution of planned revenue amounts. | Change the Revenue Forecast Dates |
| 8 | You can spread the plan's published billing amounts into the revenue forecast. | Spread Planned Billing into a Revenue Forecast |
| Create a Project Forecast report | ||
| 9 | Use the Project Forecast report to review revenue forecasts for projects. | Project Forecast Report |