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Click the Fill button to populate the table with the revenues from the Revenues tab which you need to allocate to periods. You can enter the percentages or amounts for periods manually. Make sure that the resulting sum of percents is 100 %, or the sum of amounts is equal to amount in the Total Estimated Amount column.Alternatively, you can click the Allocate Revenue to Periods button to automatically distribute the project estimates to the specified planning periods.

The following options are available: 

  • Evenly All Revenues
  • Evenly the Selected Revenues

The tab includes the following nested tabs: Revenue and Costs.

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Under the Allocated by Period heading, there are two columns, % and Amount, for each period within the project duration. You can enter the percentages or amounts for periods manually or click the Fill button to allocated the amounts evenly by number of days. Make  Make sure that the resulting sum of percents is 100%, or the sum of amounts is equal to amount in the Total Estimated Amount column.

Alternatively, you can click the Allocate Revenue to Periods button to automatically distribute the project estimates to the specified planning periods evenly by number of days.

The following options are available: 

  • Evenly All Revenues
  • Evenly the Selected Revenues

The Total Allocated amount column shows the resulting sum of the amounts allocated to periods. The Not Allocated Amount column shows the difference between the estimated and allocated amounts. Generally, it should be 0.

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Under the Allocated by Period heading, there are two columns, % and Amount, for each period within the project duration. You can enter the percentages or costs and expenses for periods manually or click the Fill button to allocate the amounts evenly by number of days. Make sure that the resulting sum of percents is 100%, or the sum of amounts is equal to amount in the Total Estimated Amount column.

Alternatively, you can click the Allocate Costs to Periods button to automatically distribute the project cost estimates to the specified planning periods evenly by number of days.

The following options are available: 

  • Evenly All Costs
  • Evenly the Selected Costs

The Total Allocated amount column shows the resulting sum of the cost and expense amounts allocated to periods. The Not Allocated Amount column shows the difference between the estimated and allocated amounts. Generally, it should be 0.

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