How To...
You can create, review, and update revenue forecasts on the Revenue Forecast form in the Projects hub.
- Related Topics:
- Choose the Revenue Forecast Calculation Method
Choose which portion of revenue to use for your revenue forecast. The values that are calculated and the column labels that display on the Revenue Forecast form depend on the global revenue forecast calculation option that you select here. - Select Revenue Forecast as the Fee Allocation Method
Before you can create a revenue forecast for a project, you must select the correct fee allocation method on the Estimated Fee tab of the Contract Management form. - Create a Revenue Forecast Plan
You set up new revenue forecasts in the Projects hub. - Check Out a Revenue Forecast Plan
To make changes to a revenue forecast in the Projects hub, you must check out the plan. - Check In a Revenue Forecast Plan
When you check out a plan to edit a revenue forecast, other users can view the revenue forecast but cannot change it until you check it back in. - Change the Stored Currency for a Revenue Forecast
If you have different currency codes assigned to the project and billing currency fields in your project, you can select the currency to store for your revenue forecast. Choose the currency you want to more precisely maintain. Consistently editing ETC revenue in this currency gives you the most control over the amounts. - Choose the Currency to Display for a Revenue Forecast
If you use multiple currencies and the project has different project and billing currencies, you can choose which one to use for your revenue forecast view and entries. The fields and options that display for revenue forecasts vary, depending on your currency selection. - Enter ETC Revenue Values
You can enter and update your Estimate-to-Complete (ETC) revenue values on the Revenue Forecast form. - Change the Revenue Forecast Dates
In addition to changing revenue forecast dates, you can indicate how you want the schedule change to affect the distribution of planned revenue forecast amounts.
Parent Topic: Revenue Forecast