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Expenditures and revenues can be defined to occur outside of a Folio's time frame. Consequently, you can specify:
- Specify an
- An expense date
- or revenue occurring before or after the portfolio
- Folio's start and end date. Set recurrent expenses starting outside of the portfolio
- A 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 portfolio
- A 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 portfolio
- Folio's time frame with an end date after the end of the portfolio
- Folio.
In any of the above
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situations, a warning indicator will be displayed next to the expenditure or revenue name and in the detailed panel when the
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item is selected.
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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.
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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
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of completion of the
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Folio is
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later than the
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planned end date, then the payments occurring after the
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planned end date will appear in the forecast graph
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.