Revenue Tab of Summary Grid Configuration Form

Use the settings on the Revenue tab to determine which columns and rows display in the Revenue grid on the Summary tab of Project Planning.

To display the Revenue Summary on the Revenue grid, select the Show Revenue Summary option.

Some of the columns and rows that display on this tab are determined by the Enable Expenses, Enable Consultants, and Enable Units options on the General Tab of Planning Configuration.

Contents

Revenue Columns

  • To include a column in the Revenue grid, click the Show field. A check mark displays.

  • To clear a column, click the check box again. The check mark no longer displays and the box is empty.

Field Description
Revenue Columns Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Labor

Select this option to display the summary of planned labor revenue, which is calculated as shown below.

  • When Labor Multiplier is User Entered (Cost) or Planned Multiplier:

    Planned Labor Revenue = Planned Labor Cost * Multiplier (from General Tab)

  • When Labor Multiplier is User Entered (Billing) or Planned Ratio:

    Planned Labor Revenue = Planned Labor Billing * Multiplier (from General Tab).

Expenses

Select this option to display the summary of planned expense revenue, which is calculated as shown below.

  • When the Reimbursable Method is Cost:

    Planned Expense Revenue = Planned Reimbursable Expenses @ Cost

  • When the Reimbursable Method is Billing:

    Planned Expense Revenue = Planned Reimbursable Expenses @ Billing

Consultants

Select this option to display the summary of planned consultant revenue, which is calculated as shown below.

  • When the Reimbursable Method is Cost:

    Planned Consultant Revenue = Planned Reimbursable Consultants @ Cost

  • When the Reimbursable Method is Billing:

    Planned Consultant Revenue = Planned Reimbursable Consultants @ Billing

Units

Select this option to display the units for the current WBS element.

Total (Labor + Expenses + Consultants + Units)

Select this option to display the total summary of planned labor, expense, consultant, and unit revenue.

Revenue Rows

  • To include a row in the Revenue grid, click the Show field. A check mark displays.

  • To clear a row, click the check box again. The check mark no longer displays and the box is empty.

Field Description
Revenue Rows Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Planned Select this option to display the amount budgeted for the plan. This is the current forecast for the full plan.
Job to Date Select this option to display the summary of the Job to Date total amount. Job to Date costs are the actual cost amounts reported since the plan began. This amount includes any historical actual data.