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New to Project so maybe its just a configuration on our end.  But here goes:  

Under the Financials section we entered yearly revenues for our projects. The revenue forecast line only seems to accommodate one type of revenue, one source. We have multiple sources we would like to enter, at a minimum two (domestic and international). Right now to solve this issue with a temporary fix: we entered the second source of revenue (Int'l) into "Actuals" and this is charted as such  this is not ideal.

 

We would like to eventually create a consolidated portfolio revenue report giving visibility to these multiple types of revenues from multiple projects. I attached the current set-up. Please feel free to contact me with any questions. Thank you! 

Hi @wenlon for this I think the better way is to configure categories for financial entries. Admin Users can access this configuration from Admin setup> All Entities>Financial Entries. You can configure the sources as categories and then add the category field to the forecasting details. 

Please refer to the useful documents:

Creating Categories for Financial Entries - Planview Customer Success Center

Configuring Available Fields for Financial Entries - Planview Customer Success Center

Hope this helps. 


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