The Revenue tab shows the your up to date revenue of your milestone project.

1. ACCESSING FORECAST REPORT

1.1 To access the page, you may do either of the following:

1.1.1 From the Project Page, click View on the Forecast Tool tile.

1.1.2 From the Project Dashboard, click Reports - Calendar View and then select Forecast Report.

1.1.3. From the navigation menu, go to Management > Reports > Forecast Report > Forecast Report or just type in 'Forecast Report' on the search bar located on the upper right corner of your portal.

1.2 Select a project from the dropdown menu and then click View Record.Note: This field is only visible outside projects. Inside the project, the Project Name is pre-populated.

1.3 Click on the Revenue tab. 

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2. VIEWING YOUR PAYMENT CLAIM REVENUES

2.1 Your Payment Claim Revenues will reflect on the Payment Claim columns.

2.2 Current Revenue is calculated by adding up the Payment Claim Revenues per Cost Centre. Click on the amounts to see the calculations.

2.3 Clicking the Total will show the calculations.

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3. ALLOCATING A PROJECT COST CENTRE TO PAYMENT A CLAIM COST CENTRE

3.1 From the Revenue tab, proceed to the Expense, Timesheet, and Overhead Cost Centres table. Under Unallocated Cost Centres section, click on the dropdown menu under the Payment Claim Cost Centre column .

3.2 Select the Payment Claim Cost Centre you want to allocate it to.

3.3 The tab will automatically refresh. Your cost centre will now be reflected under Allocated Cost Centres section. 

3.4 It will also be reflected under the allocated payment claim cost centre on the Revenue table.

3.5 Payment Claim Cost Centres that are added as Project Cost Centres are automatically allocated.
Note: If you did not see your payment claim cost centre under this table, you need to move these to your ETO table under Project Cost Centres tab.

Allocating cost centres helps in calculating your Net Profit by cost centres on the Project Financials.

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4. REMOVING ALLOCATION FROM A PAYMENT CLAIM COST CENTRE 

4.1 From the Revenue tab, proceed to the Expense, Timesheet, and Overhead Cost Centres table. Under Allocated Cost Centres section, click on the dropdown menu under the Payment Claim Cost Centre column.

4.2 From the options, select Remove Allocation.

4.3 The tab will automatically refresh. Your cost centre will now be reflected under Unallocated Cost Centres section.

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