Calculations and Folio Time Frame

Expenditures and revenues can be defined to occur outside of a Folio's time frame. Consequently, you can specify:

An expense or revenue occurring before or after the Folio's start and end date.
A recurrent expense or revenue to start outside the Folio's time frame with an end date inside the time frame.
A recurrent expense or revenue to start inside the Folio's time frame with an end date outside the time frame.
A recurrent expense or revenue to start outside of the Folio's time frame with an end date after the end of the Folio.

In any of the above situations, a warning indicator will be displayed next to the expenditure or revenue name and in the detailed panel when the item is selected. 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 of completion of the Folio is later than the planned end date, then the payments occurring after the planned end date will appear in the forecast graph.