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On the Estimates by Period tab, you can view the project's duration as specified on the Main tab and you can select project's planning period. The data from the Revenues and Costs and Overhead tabs can be distributed between the periods manually or automatically (evenly by day, that is, proportionally to period durations in days).
The "Project Estimates (create)" form. The Estimates by Period tab
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- Week: To use calendar weeks as planning periods. Calendar week starts from Sunday and ends on Saturday. If a project starts not on Sunday, Week 1 will have less than 7 days.
- Month: To use calendar months as planning periods. Calendar months differ in duration, and project periods will have different numbers of days accordingly. If a project starts on other than 1st day, the first period will have less days.
- Quarter: To use calendar quarters as planning periods. Calendar quarters starts start on January 1, April 1, July 1, and October 1.
- Half Year: To use calendar half years as planning periods. The first calendar half year starts on January 1. The second half year starts on July 1.
- Year: To use calendar years as planning periods.
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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 of overheads and expenses for periods manually. 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.
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The following options are available:
- Evenly All RevenuesOverheads
- Evenly the Selected RevenuesOverheads
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.