Revenue Groups Form

Use the Revenue Groups form to set up a revenue group that is comprised of multiple projects, such as a contract, for which you must recognize job-to-date revenue at the overall revenue group (contract) level rather than as the sum of the projects.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Accounting > Revenue > Revenue Groups.

Contents

Toolbar

Field	Description
Save	Click this button to save your modifications on the Revenue Groups form. Otherwise, you are prompted to save when you navigate away from the Revenue Groups form.
New	Click this button to enter a new revenue group on a blank form.
Delete	Click this button to delete the revenue group that you currently have open. This step cannot be undone.
Print	Click this button and from the drop-down list select one of the following options to determine the revenue groups to include in the Revenue Groups Table List report: Print Current Revenue Group — Only the revenue group that is currently open and displayed on your screen prints on the report. Print Active Group — The multiple revenue groups that you have open print on the report. Select Revenue Group to Print — This opens the Project Lookup, from which you select one or more revenue groups to include on the Revenue Groups Table List report.
Help	Click this button to display the Vision online help for the Revenue Groups form.

Fields

Field	Description
Search	Click in the Search field (in the top right corner of the form) to select and display a revenue group that was created previously.
Main Project	To enter a new revenue group, click New on the toolbar to enable this field. Then click in this field, and use the Project Lookup to select the project by which to identify the new revenue group. The Project Lookup list includes only projects with a regular charge type. It excludes projects that belong to another revenue group and projects that have the Calculation option selected for the Overall Revenue setting on the Budget & Revenue tab in the Project Info Center. The main project is also treated as a subproject, so it displays in the Sub Project grid on this form. You cannot delete it from the grid. Because the adjustment phase or task for a revenue group is usually from the main project, the main project also prefills in the To Adjust section on this form.
Revenue Method field or Revenue Categories section	Either a Revenue Method field or a Revenue Categories section that has fields for the revenue method for each revenue category displays, based on whether or not you selected the Enable tracking for this many revenue categories check box on the Revenue tab in Configuration > Accounting > Company Settings. Click in this field (or in each of these fields if you use revenue categories), and select the revenue method to use to calculate revenue for the overall revenue group (contract) when you run Revenue Generation.
Multiplier or Amount	If you want to apply a multiplier, percentage, or amount to the revenue method that you entered in the Revenue Method field (or fields for revenue categories if you use revenue categories), enter it here. It increases or decreases revenue that is calculated for the contract (overall revenue group) when you run Revenue Generation. For example, if you want to increase the revenue calculation by 15%, enter 1.15 in this field.

To Adjust Section

In this section, you determine the adjustment phase or task to which to post any difference between the sum of the revenue that is calculated for each subproject and the revenue that is calculated for the overall revenue group (contract) when you run Revenue Generation. The adjustment is made at the lowest WBS level that you have.

Field	Description
Project	The project that you enter in the Main Project field on this form prefills in this field. This is the project of the adjustment phase or task to which any adjustment amount for the revenue groups is posted when you run Revenue Generation. Click in this field to replace the main project with a subproject from this revenue group.
Phase	Click in this field, and select the adjustment phase to use for the revenue group when you run Revenue Generation. Deltek recommends that the adjustment phase have a: Status of dormant. You enter the status for a phase in the Status field on the General tab of the Project Info Center. Revenue method N (No Revenue Recognition). You enter the revenue method for a phase in the Revenue Method field on the Budget & Revenue tab in the Project Info Center.
Task	Click in this field, and select the adjustment task to use for the revenue group when you run Revenue Generation. Deltek recommends that the adjustment task have a: Status of dormant. You enter the status for a task in the Status field on the General tab of the Project Info Center. Revenue method N (No Revenue Recognition). You enter the revenue method for a task in the Revenue Method field on the Budget & Revenue tab in the Project Info Center.

Sub Project Grid

Field	Description
Grid 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.
Insert	Click this option to open the Project Lookup, and select the subprojects for this revenue group. When you run Revenue Generation, the sum of the revenue that is calculated for each subproject is compared to the revenue that is calculated for the overall revenue group (contract). The Project Lookup list excludes projects that: Belong to another revenue group. Have the Calculation option selected for the Overall Revenue setting on the Budget & Revenue tab in the Project Info Center. The Project Lookup list includes: Projects from all the companies in your enterprise if you use the Multicompany feature. Only projects that have the same billing currency as the main project if you use the Multicurrency feature. After you select a project in the Project Lookup, the project displays in the Sub Project grid.
Delete	Select a row in the Sub Project grid, and click this option on the grid toolbar to delete the project from the grid and remove it from the revenue groups. You cannot delete the main project.
Sub Project	The main project for a revenue group is treated as a subproject, and it automatically displays in the grid and cannot be deleted. Vision displays the project numbers of the subprojects that you add to the revenue group in this field. Click Insert on the grid toolbar to open the Project Lookup and add a subproject to the revenue group.