The Planned Revenues page allows you to enter all Consulting and Non-consulting revenues you expect the Folio will generate during its lifespan.  Non-consulting revenues are added to one of two main categories: Operating or Non-operating. Non-consulting revenues can be single occurrence or recurrent ones.  Consulting revenues are the team positions you plan will do work that will be billed and generate revenue, such as Developer #1, Technical Coach #1 , etc. Consulting revenues are categorized as Operating.  Information entered here will be used to provide project health metrics on the Overview page and shown as a reference on the Revenues Forecast chart.

Planned revenues can be baselined for future reference and comparing various scenarios.

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Non-consulting revenues

The Planned Revenues page shows the planned calculated income for each non-consulting revenue and non-consulting revenue groups (by type). You can collapse (or expand) a group of revenues by clicking the triangle icon ( ) next to the type name.

See the Non-Consulting Revenues page for more information and learn how their income is calculated.

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Planning a non-consulting revenue

To add a non-consulting revenue, either click the Plan Revenue button or hit the a (for add) shortcut key.  This brings up the edition dialog.  Refer to the Editing an Non-Consulting Revenue section to learn how to fill the edition dialog. Check the Plan another box at the bottom of the dialog in order to create many revenues in sequence. 

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Copying a non-consulting revenue to actual

Select an existing non-consulting revenue to copy to actual by clicking on it and then either click on the ... menu on the top-right part of the details panel (on righthand side of the screen) and select the Copy to actual option or hit the t (for to Actual) shortcut key.  This will copy the selected revenue to actual, including its attached files. 

You can copy multiple non-consulting revenues to actual at once by selecting them and then copy the selected revenues the same way you copy a single one.  The confirmation message informs you of how many revenues have been copied.

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Consulting Revenues

Planned Consulting revenues are the revenues from billed worked hours that the Folio is planned to generate. They are operating revenues. Consulting revenues are grouped by title (e.g. Developer, Architect, Q&A). You can collapse (or expand) a group of revenues by clicking the triangle icon ( ) next to the title's name.

See Consulting Revenues for more information

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Planning a consulting revenue

To plan a consulting revenue, either click the Plan Consulting Revenue button or hit the o shortcut key.  This brings up an edition dialog.  Check the Plan another box at the bottom of the dialog in order to create many revenues in sequence.

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Editing a consulting revenue

Select an existing position to modify by clicking on it and then either click on the drop-down menu on the top-right part of the position details view (on righthand side of the screen) and select the Edit option or hit the "e" (for edit) shortcut key.  This will bring up the position edition dialog.  For a detailed description of the position edition dialog, refer to Adding a position  section.

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Revenues Timeline

The Timeline View is displayed when the right part of the toggle button located at the top left of the Revenues Browser is pressed . It shows each revenue occurrence as well as consulting revenues over the Folio's timeframe as an interactive timeline chart. Each element displayed for a non-consulting revenue (shown in blue) on the timeline reflects an occurrence for that revenue. Consulting revenues (shown in green) are show as periods, covering the planned activity period for consultant.

All operations described above can be executed directly from the timeline, including edition, deletion, search, multi-selection, etc.

Hovering one of the timeline elements shows the date or time period corresponding to that element as well as its summary information, such as its name and planned cost.

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Import / Export

FOLIO Allows you to import or export your data in CSV (comma separated values) format.

Importing Planned Revenues

To import data from an existing CSV file, click on the ... button and select Import data. Alternatively, you can type the keyboard shortcut i to open the import dialog. See Importing Data from CSV and Planned Revenues Import to learn more about importing Planned Revenues.

Exporting Planned Revenues

To export data to an external CSV file click on the ... button and select Export data. Alternatively, you can type the keyboard shortcut x to instantly export data. Exported CSV file includes all planned revenues. See Planned Revenues CSV Export Detail to learn more about exported data.

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Approving Planned Revenues

Planned revenues can be approved using a baselining mechanism. Refer to the Baselines page for more information on managing baselines.