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.

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.

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 expenses in sequence.

Editing a non-consulting revenue

Select an existing non-consulting revenue to modify 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 Edit option or hit the e (for edit) shortcut key. This brings up the edition dialog.

Name	Name of the revenue. Examples: ABC Software License Sales, 101 Main Street, etc.
Amount	Amount of this revenue. Note that in the case of a recurrent revenue, the amount of the payments received for that revenue will depend if it is amortized or not. In the case of an amortized revenue, the amount will be evenly split over the number of payments defined in the recurrence definition. Otherwise, the amount of each payment is the amount entered here.
Category	Category of the revenue. See section Categories for more details on each option.
Type	Type of the revenue. It is used to classify revenues and for filtering in reports. While typing in this field, types entered previously for other revenues that match what you type will be suggested to you for completion to help you avoid typos and duplications. Examples: Rent, Office furniture, Licenses, etc.
Recurring	By default, a non-consulting revenue occurs on a single date. To change the date of occurrence of that revenue or to make it recurrent (and possibly amortized), click the Edit link. This brings up a dialog to define the recurrence for that revenue. As you change the values in that dialog, you are presented with a phrase explaining the recurrence, in the text area located just above. Refer to Recurrence for more details.
Amortized	Specifies if the received payments for that revenue be should split over a period of time or not. This option appears under the Recurring field when the Repeat value in the Recurrence definition dialog is changed to something else than Once. When amortized, the this revenue gets evenly split into payments occurring on dates defined in the Recurring field.
Labels	JIRA Issue Labels to associate the revenue with. Refer to Labels for more details.
Description	An optional, free form description of the revenue.

Deleting a revenue

Select an existing revenue to delete 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 Delete option or hit the d (for delete) shortcut key. This brings up a dialog to confirm the deletion. Click the Delete button to confirm the deletion, or Cancel link to abort. Deletion is permanent, thus make sure you really want to delete the revenue before proceeding.

You can delete multiple revenues at once. Refer to the Multiple Selection to learn how to perform a batch deletion.

Attaching files to a revenue

You can attach files to a revenue in order to keep related documents handy (invoices, quotations, etc.). To attach files to a revenue, select it and then click button Attach Files in revenue details panel on the right. This brings up a dialog where you can pick a file (or multiple files simultaneously, if your browser allows it) and enter an optional comment.

Viewing Revenue details

When selecting a revenue, more information on that revenue is displayed in the details panel on the right. Note that you can also select multiple revenues at once by selecting multiple lines. This provides you an aggregated view showing the total income associated with these revenues.

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.

Positions

Positions are the salary expenses you plan the Folio will incur at one point or another. The planned costs page shows the calculated cost for each position and position groups (by title). The cost displayed on group title rows is simply the sum of the costs of the positions in that group. You can collapse (or expand) a group of positions by clicking the triangle icon ( ) next to a position title.

See the Positions page for more information on positions and how their cost is calculated.

Planning a position

To plan a position, either click the Add Position button or hit the "o" (for position) shortcut key. This brings a position edition dialog. Check the "Plan another" box at the bottom of the dialog in order to create many positions in sequence.


Show the available time remaining in the folio. This note is update while you change the effort helping you to adjust the effort plan.	You can enter number of hours allocated for a specified period or an allocation percentage.

The following table describes the various fields of the position edition dialog

Name	The name of the position as it will be displayed on the left side of the left pannel Examples: J2EE Developer 1, Database Administrator
Title	The title that will be used to group positions together. While typing in this field, titles entered previously for other positions that match what you typed will be suggested to you for completion to help you avoid typos and duplications. Examples: Developer, Q&A, Management, etc.
Wage	The planned amount per hour the position will cost
Repeat	Number of positions to create. e.g. if repeat is 6 FOLIO will create six positions. All created positions will have the same exact values (title, wage ,...)
Effort	The amount of time the position is planned to be active during the folio. The effort can be entered in one of two ways: By specifying an amount of time starting at some date. Time will be dispatch base on normal hours per day specified in Folio Configuration By specifying a percentage of normal business hours or an amount of time between two dates. Budgeted effort will be the percentage of normal hours per day specified in Folio Configuration OR The specified time will be evenly dispatch between start date and end date Select the way that best suits your available estimation data. The effort will be displayed as a number of hours in the Planned costs screen, no matter how the value was entered.
Labels	JIRA Issue Label with which you want the position to be associated to (see Labels page for more info)
Custom Fields	If you add Custom fields in the Folio configuration screen those custom fields will be displayed in the dialog box. Note that you can enter any value up to 255 characters. Also that those values will displayed in the details column under the "Extra Information" section.
Description	An optional, free form description of the position.

Editing a position

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.

Deleting a position

Select an existing position to delete 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 Delete option or hit the "d" (for delete) shortcut key. This will bring up a dialog to confirm position deletion. Click the Delete button to confirm the deletion, or Cancel link to abort deletion. Deletion is permanent, thus make sure you really want to delete a position before proceeding.

You can delete multiple positions or even a mix of positions and expenses at once by selecting multiple lines in the Planned costs (by pressing and holding the Control key while clicking the positions and expenses to delete). You can then delete the selected expenditures the same way you delete a single position. Note that in this case, the deletion confirmation will inform you of how many items are about to be deleted.

Import / Export

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

Importing Planned Costs

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 Costs Import to learn more about importing Planned Costs.

Exporting Planned Costs

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 both planned positions and expenses. See Planned Costs CSV Export Detail to learn more about export data.

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