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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 its planning period. The data from the Revenues and Costs tabs can be distributed between the periods manually or automatically (evenly, according to period durations in days).
The "Project Estimates (create)" form. The Estimates by Period (Revenues) 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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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 in each period.
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 day in each period.
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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