The Revenue page allows you to enter all revenues that the folio will or have generated during its lifespan. Revenues are added to one of two main categories: Operating revenues or non-operating revenues. The section on categories explains each one in detail. Revenues can be single occurrence or recurrent ones. Consulting revenues are revenues earned from providing or performing consulting services, such as developers, testers, team leads, etc. and are added to the operating revenues. Information entered here will be used to provide project profitability metrics on the Overview page and will be shown on the Forecast charts.

Revenues

Revenues correspond to amounts earned while executing the folio. They can belong to any of the two categories described in section Categories. Revenues can be single occurrence, or they can be recurrent. Recurrent revenues can also be amortized; in which case the amount associated with the revenue will be evenly split on the earned period.

See Non-consulting Revenue for more information

Consulting Revenues

Consulting revenues are the salary revenues that plan the folio will incur at one point or another. They are operating revenues.
Consulting revenues are grouped by title (e.g. Developer, Architect, Q&A). You can collapse (or expand) a group of positions by clicking the triangle icon ( ) next to a position title.

See Consulting Revenue for more information

Import / Export

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

To import data from an external csv file click on the "up" arrow button
- See Importing Data from CSV and Revenue Importing Tips to know more about importing nuts and bolts.

To export data to an external csv file click on the "down" arrow button
- Exported csv file will includes both Consulting revenues and Non-consulting revenues.
- See Revenue CSV Export Detail for export columns detail.

On this page:

Categories
Import / Export

Related pages:

Categories

Operating Revenues

Non-Operating Revenues

Revenues

Consulting Revenues

Import / Export

Browser not supported