This tab is available if the selected estimation method is Independent Calculation of Costs and Revenues. On the tab, you can enter the revenue estimates for the project.
The "Project Estimates (create)" form. The Revenues tab
The revenue estimates can be created for multiple combinations (sets) of the analytical parameters selected from the following ones:
- Project Task: (available if the Enable Project Tasks option is selected on the Administration > Settings > General Settings form) To be able to set revenue estimates detailed to tasks.
- Item: To be able to set revenue estimates detailed to items.
- Company: To be able to set revenue estimates by supplier company.
- Business Activity: To be able to set revenue estimates by business activity.
- Department: To be able to set revenue estimates by department.
- Income Item: To be able to set revenue estimates by income item.
You can select the analytical parameters for revenue estimates by clicking the Settings button on the toolbar, then only columns matching the selected parameters will be available.. Alternatively, if you use the same set of parameters for most projects, you can select the default set of parameters on the Quick menu > Personal Settings (the Default Values tab).
In the corresponding columns, select the analytical parameters related to the revenue.
If you don't need to specify estimates by item or provide other details, you can type the revenue estimate amount in the Amount column.
The Item column is available if the Item is selected as the project revenue analytical parameter.
The Quantity column is available if the Item is selected as the project revenue analytical parameter.
The UOM column (available if the Item is selected as the project revenue analytical parameter) is populated with the unit of measure used for the item.
In the Price column, you can view the resulting revenue item price. If the Markup is specified, the price is calculated based on the cost and markup.
The Amount column shows the amount for the specified revenue.
The VAT,% column is auto-populated with the VAT rate applicable to the revenue. Whether the price includes VAT is specified on the Main tab.
The VAT Amount column shows the amount of VAT calculated for the revenue.
The Total Amount column shows the revenue amount with the VAT included.