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
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
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.
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