Set Up a Revenue Group
After you enable the Revenue Groups feature, you can set up revenue groups.
To set up a new revenue group, complete the following steps:
- From the Vision Navigation menu, click .
- On the Revenue Groups form toolbar, click New.
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Complete the fields on the form.
Revenue groups are identified by the project number of their main project. After you enter a revenue group and save it, the revenue group's main project displays in the lookup list in the Search field at the top right corner of the Revenue Groups form.
- When you finish, click Save.