Breadcrumbs

Create Revenue/Cost Plan

1. Create Revenue or Cost Plan

1.1. Prerequisites

A user with create permissions can generate a new Revenue or Cost Plan for a particular Project.

1.2. How to

To create an Revenue or Cost Plan within the Financials settings, follow these steps:

1.2.1. Go to the Projects panel.

1.2.2. Click the project name to open its overview page, then select the project where you want to create the planned revenue or cost.

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1.2.3. From the top menu, click the Revenue or Cost tab to open the corresponding list panel.

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1.2.4. Click on the "Create" button, this action will open the panel to create a new planned Revenue or Cost.

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1.2.5. When the Planned or Actual is selected to create a planned Revenue or Cost, the form below will open.

Categories are used to organize, sort, and group similar things together to facilitate understanding, navigation, and management.

Groups refers to a specific division, department, or section within an organization that focuses on a particular function, project, or aspect of the business. It helps structure and organize an organization's activities and resources based on specific goals or functions.

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Single Plan
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Multiple Plans

Use Repeat to define how often the schedule will run.

In the Method section:

  • Select Per Each to repeat the full amount for every occurrence.

  • Select Total to distribute the total amount equally across all occurrences.

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Method: Per-each
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Method: Total

Example:

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Added a Planned Revenue of €55,000.00 repeating monthly using the Total method, and a Planned Revenue of €18,000.00 repeating bi-weekly using the Per Each method.

1.2.6. Please complete the required fields.

1.2.7. When creating a new Revenue or Cost Plan, ensure that you supply all the required information, including having at least one defined Revenue or Cost in the "Add" section to proceed.

Note that the Currency is automatically set based on the value selected during the project creation process.

If needed, you can add a plan with a different currency ratio. Click Add Multiple Plan to add additional plans with different currency, ratio, repeat, or method settings.


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1.2.8. Click Add.

1.2.9. Proceed by clicking on “Create” button.

1.2.10. After creating, view the details by expanding the arrow.


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1.3. Constraints

  • You can create multiple Revenue or Cost entries in a single record.

  • Different currencies are supported; an exchange ratio must be provided.

  • All required fields must be completed.

  • You must have the correct permissions.

1.4. Possible Issues

  • Missing create permissions for the project.

  • Required fields not filled, resulting in an error message.