Designing Revenue widgets

When you enable revenue methods, Ajera imports the Revenue Recognition tabs and corresponding widgets that are set up with everything you'll need to begin recognizing revenue immediately. The default Revenue Recognition tab is set up to allow assigned roles and employees to create, edit, and commit revenue sessions.

Ajera estimates your company's revenue based on the revenue methods you apply to projects, phases, and activities. Employees who are authorized to recognize revenue for your company use revenue sessions on the Revenue Recognition tabs to review, edit, and commit estimated revenue.

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Before you begin

• Understand revenue recognition.
• Enable revenue methods. When you enable the Percent of Contract, Formula, or Formula + WIP methods, Ajera imports the Revenue Recognition tabs automatically.
• Verify that you have Full Designer security so that you can view and edit the Revenue Recognition tabs in Design mode.
• Assign your role to the Revenue Recognition tabs.

To design view-only Revenue Recognition tabs

Follow the steps below if you have employees who need visibility to the revenue tabs but cannot edit or commit the revenue amounts.

1. Click > to open Design mode, and click the Revenue Recognition tab.
   
2. On the Revenue widget, click and select Edit.
3. Clear the Task Options > Enable Create New box.
4. Click to save your changes.
5. In Tab Security, click Edit Security to select those roles and individual employees who can only view the Revenue Recognition tab.

To design editable Revenue Recognition tabs

Follow the steps below to create revenue tabs for those employee who will review, edit, and commit revenue for your company.

Note:

The Revenue widget does not allow grouping.

1. Click > to open Design mode, and click the Revenue Recognition tab.
   
2. On the Revenue widget, click and select Edit.
3. Verify that the Hide Column box is unchecked for the following columns:
   • Edit Button
   • Commit Button
   • Delete Button
4. To allow employees to create revenue sessions, check the Task Options > Enable Create New box.
5. Click to save your changes and return to the Revenue Recognition tab Design mode. The New button now appears in the lower right-hand corner of the Revenue widget.
6. In Tab Security, click Edit Security to select those roles and individual employees who can access this tab.
7. On the Revenue widget, click New to create a new revenue session. Enter a description (such as the month and year), start and end dates, accounting date, and any notes. applicable to this specific revenue session.
8. Your revenue session appears in the Revenue widget. Do one of the following:
   • Click the widget link (highlighted in blue) in the Description column to access the Revenue page. Go to the next step to edit the Revenue Detail widget.
   • Click Edit to change the revenue session details.
   • Click Delete to remove the revenue session.
9. If you need to change the Revenue Detail widget, click and select Edit.
   • You cannot group, filter, or sort columns.
   • You cannot set the top number of records on a Revenue widget.
   • To allow employees to edit the following columns on the Revenue Detail widget, click that column heading and check the Can Edit box:
     • Committed Revenue
     • Revenue Percent Complete
     • Notes
10. Click to save your changes and return to the Revenue Detail tab Design mode.
11. In Tab Security, click Edit Security to select those roles and individual employees who can access this tab.