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.

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 revenues 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.

Searching for revenues

You can search for revenues by their name using the search box located at the top left of the screen.

Consulting History

FOLIO records all changes that occur on Folios and their data for auditing purpose. When an expense, revenue or team member is selected, the details panel shows a History sub section, quickly accessible by clicking the corresponding icon () in the details panel's navigation bar. The History section displays a table listing all changes that occurred on the selected item and their associated data, such as attachments, wages, allocations and worked hours. Changes displayed include creations, updates and deletions and are sorted from the most recent to the oldest. An update is recorded for each modified field, so a single edition of an Expense can possibly add many rows in the History table. Also, if the table holds more than five entries, then some entries will be hidden by default: click the row showing ellipses (...) to expand the table and show all changes.

The History section is visible only to users who can edit the Folio, a.k.a Folio administrators.

Timestamp	Date and time at which the change occured.
Author	Avatar of the JIRA user who performed the change. Hovering the avatar brings up a tooltip with more info on the user. Clicking it takes you to the user's page.
Change	Description of the change. It ends with the database ID of the modified item between square brackets. Hovering the description of updates brings up a tooltip showing the value before and after the change.

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.

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

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.

Name	Name of the position Examples: J2EE Developer 1, Database Administrator
Title	Title that will be used to classify consulting revenues. While typing in this field, titles entered previously for other consulting revenues 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.
Cost Rate	Planned amount per hour the consulting revenue will generate.
Repeat	Number of consulting revenues to create. Example: if repeat is 6 FOLIO will create six revenues. All created revenues will have the same exact values (title, wage, ...).
From	Date from which this (or these) position(s) are planned to start billing on this project.
To	Date until which this (or these) position(s) are planned to be billing on this project.
Planned Effort	Amount of time the consulting revenue is planned to be billing during the Folio. The effort can be entered in one of two ways: By specifying a percentage of normal business hours between the two specified dates. The planned effort will be calculated based on the normal hours per day configured in the Work Schedule. By specifying an amount of time between the two specified dates. The planned hours will be evenly dispatched in the timeframe. The effort will be displayed as a number of hours in the Planned revenues screen, no matter how the value was entered.
Labels	JIRA Issue Label to associate the consulting revenue with Refer to Labels for more details.
Description	An optional, free form description of the consulting revenue.

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.

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.

Timeline charts in FOLIO offer various controls to navigate and focus on certain periods of time. Please refer to the Timelines page to learn more on available ways to interact with the Timeline.

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.

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.

Approving Planned Revenues

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

On this page:

Non-Consulting Revenues
Consulting Revenues
Revenues Timeline
Import / Export
Approving Planned Revenues

Related pages: