Expenditures can exist and revenues can be defined to occur outside of a portfolio Folio's time frame. Consequently, you can specify:
- Specify an An expense date or revenue occurring before or after the portfolioFolio's start and end date.
- Set recurrent expenses starting outside of the portfolioA recurrent expense or revenue to start outside the Folio's time frame with an end date inside the time frame.
- Have recurrent expenses starting inside of the portfolioA recurrent expense or revenue to start inside the Folio's time frame with an end date outside the time frame.
- Confirm recurrent expenses starting A recurrent expense or revenue to start outside of the portfolioFolio's time frame with an end date after the end of the portfolioFolio.
In any of the above situationsituations, a warning indicator will be displayed next to the expenditure or revenue name and in the detailed panel when the expenditure item is selected.
This is also usefull when copying an entire portfolio with its budget and/or actual. You might want to change the portfolio dates, but not lose the expenditure information it contains. These situations could also happen when changing portfolio dates in the Folio Configuration.
Note Note that only the payment occurrences that happen inside the Folio's time frame are taken into account when calculating costs and revenues at a given date. Changing the start date or end date of a Folio can thus affect the number of payments included in calculations. Note also that if the Estimated date to of completion of the portfolio Folio is calculated to be later than the configured portfolio planned end date, then the payments occurring after the portfolio planned end date will appear in the forecast graph. In Planned and Actual pages though, only the payments occurring during the portfolio time frame are taken into account for calculations.