Revenue/Expense Plan Values

You can manage planned values of revenues/expenses (add, edit, delete) on the budget editing page.

Page of a revenue/expense planned value displays the all the planned values on the revenue/expense item.

Adding a planned value of revenues/expenses

There are two ways to add a planned value of revenues/expenses:

click Add - Add Planned Revenue/Expense on the budget editing page (fig. 1);

Fig. 1. Budget editing page. Add button
click Add - Add a new planned revenue/expense item in the context menu on the budget editing page (fig. 2).

Fig. 2. Budget editing page. Context menu

Fill in the required fields in the opened dialog box (fig. 3) and click Create.

Fig. 3. Dialog box for creating a revenue/expense item

Item * – select a revenue/expense item from the list of Budget Revenue/Expense Item object. Items, displayed in the list depend on the type of the created planned value (revenue/expense). This field is required.

Project Phase – the drop down list displays available project phases. If you do not select a project phase, the planned value will not be included in any of the phases.

Subject * – subject of the created item. This field is required.

Totals – planned sums of the revenues/expenses over a certain period.

To add a new value, click Add Value, fill in the required fields in the opened dialog box (fig. 4) and click Add. Note, that the Total field can be empty. You can use this feature when configuring the project page template.

Fig. 4. Dialog box for adding a planned value of revenues/expenses

To edit an existing total value, click

in the dialog box for creating a revenue/expense item (fig. 3), to the right of the required total value. Dialog box for editing a planned value is similar to the dialog box for creating a planned value (fig. 4).

To delete an existing total value, click

in the dialog box for creating a revenue/expense item (fig. 3), to the right of the required total value. Confirm deleting, by clicking Yes in the opened dialog box.

Editing a planned value of revenues/expenses

To edit planned values of revenues/expenses, double click on the required value on the budget editing page or click Edit in its context menu (fig. 2).

Dialog box for editing a planned value is similar to the dialog box for creating a planned value (fig. 3).

Deleting a planned value of revenues/expenses

To delete a planned value of revenues/expenses, click Delete in the context menu on the budget editing page (fig. 2).