Deltek Vantagepoint Help

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Spread Planned Billing into a Revenue Forecast

You can spread the plan's published billing amounts into the revenue forecast. This is useful for project plans where the budget type is set to billing or cost and billing.

Pre-requisites: The Revenue Forecast feature requires the Resource Planning module, project plan modification rights, and that the Allocation Method on the Estimated Fee tab is set to Use Revenue Forecast.

To spread planned billing into a revenue forecast:

  1. In the Navigation pane, select Hubs > Projects > Revenue Forecast.
    If the project's fee allocation method is not set to use revenue forecasts, Vantagepoint displays an informational message indicating that on the Estimated Fee tab of the Contract Management form, you must select Use Revenue Forecasts as the allocation method before you can enter the revenue forecast for the project.
  2. At the top of the Revenue Forecast form, enter either a complete or partial name or number in the Find project lookup field to find and select the project for which you want to spread billing amounts.
  3. On the Actions bar, click Check Out.

    If no one has the plan checked out, the plan is checked out to you.

    If someone else has the plan checked out, a message displays to identify the person who has it checked out. Click the email address in this message to compose an email message to them about the plan. If your security role has the required access, the message also contains a link that you can click to check in the plan and check it back out to you.

  4. On the work break down structure level for which you want to update the revenue forecast with planned billing values, hover over or click the plan row, click at the end of the row, and then click Spread Planned Billing.

    This option displays only if the Budget Type on the General tab of the Plan Settings dialog box is set to Billing or Cost and Billing and if you have edit rights for Revenue Forecast.

  5. In the Selected Range for Spreading field on the Spread Planned Billing dialog box, select one of the following methods for spreading the planned billing or updating the revenue forecast with planned billing amounts:
    • Spread Planned Billing from Current Period through Plan End Date: Select this option when you want to update the ETC revenue. This option replaces any ETC forecast amounts with published planned billing amounts starting from the first day of the current period. This is the default setting.
    • Spread Planned Billing from Plan Start through Plan End Date: Select this option when you want to update Planned Revenue. This option replaces existing forecast amounts with the published planned billing amounts from the Plan Start to the Plan End date.
  6. Click Spread to apply your selection.