Set Up an Overall Revenue Upset Limit for a Project

An overall upset limit applies a maximum limit on the job-to-date (JTD) revenue that can be recognized for a project when you run Revenue Generation.

To set up an overall revenue upset limit for a project, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Projects and use the Search field on the Project Info Center form to select the project.
2. On the Budget & Revenue tab, select the Overall Revenue check box.
3. If Upset Limits is not selected, select it.
4. In the Include in Limit section, select one or more of the following check boxes to create the maximum revenue amount (upset limit) for a project.

   • Compensation

   • Direct Consultant

   • Reimbursable Allowance

     These amounts for a project are entered on the Budget & Revenue tab.

5. In the To Adjust section, enter a phase or phase and task to which to post the amount of revenue that exceeds the amount you select as the revenue maximum in the Include in Limit section of this tab.
   Deltek recommends that the adjustment phase or task have the following settings:

   • A status of dormant. You enter the status for a phase or task in the Status field on the General tab in the Project Info Center.
   • A revenue method of N (No Revenue Recognition). You enter the revenue method for a phase or task in the Revenue Method field on the Budget & Revenue tab in the Project Info Center.
6. Click Save.