Post Revenues MOD009ALP

Access

PM Administration → PMO: Editing Modules → Post Revenues
Project panel → Schedule → Post Revenues/Costs context menu command on a revenue resource

Information

In this module, the actual revenues of the revenue resources (resources with Resource type = 8) recorded in the past 60 days are displayed.
Further actual revenues of the revenue resources can be recorded in this module.

Technical and Computational Information

If you use PLANTA project for cost planning, the effort of the resources will automatically be converted into costs with the help of its Conversion factors.
The costs that have actually incurred (actual costs) thus result from the reported hours worked (actual load) of the resource and from the corresponding conversion factors.
Since revenue resources do not dispose of a reporting function for hours worked, their actual loads (Actual load) are recorded directly here in the Post Revenues module. I.e. no immediate Actual revenues are really recorded here but Actual load of the cost resource which is only multiplied by the conversion factor upon calculation of the schedule, resulting in Actual revenues. Since for revenue resources this conversion factor is always 1, the calculated Actual revenues value, which can be looked at in the Schedule module at the respective revenue resource, equates to the value recorded here in the Post Revenues module. Further comprehensive information on cost planning, cost calculation, and cost viewing in PLANTA project can be found here.

Module Variants

Base	Shows the actual loads recorded in the last 60 days (actual revenues)
Including reverse postings	Like the base variant, but with additional display of possibly canceled postings and of the respective reverse postings (if there are any).

Record Actual Revenues (Actual Loads of the Revenue Resources)

Procedure

Select a revenue resource from the listbox in the Resource field.
Open the context menu on the resource and select Insert → Revenues.
Select the date for which the revenues are to be posted in the Load date field.
Select the required Project and Task and enter the amount of revenue in the Actual revenues field.
- In the project listbox, only active projects the cost center of which equates to the cost center of the logged on user will be listed.
- In the task listbox, only tasks that have resource assignments and that are no milestones or master milestones will be listed.

Information

In some cases, actual values, or let alone entire actual load records, must not be deleted or changed in PLANTA.
The impermissible deletion or changing of actual values is prevented by PLANTA. In this case, reverse postings must be recorded for the postings to be deleted or corrected. Further information and reasons can be found here

Procedure for Automatic Reverse Postings

From DB 13 you have the option to record automatic reverse postings
If you use this option, you only have to delete or change the value in the Actual revenues field of the required record. If reverse postings are required, they are created automatically in the background without the user taking note of it. The program virtually checks itself whether the requirements for reverse postings are met, and if so, it will take all required measures.

Procedure for manual reverse postings (if automatic reverse postings are deactivated)

Actual revenues are to be deleted
- Insert a new record below the load record to be canceled and set all values except Actual revenues as in the original record.
  - Enter the same value as in the original record with a minus symbol in the Actual revenues field.
Actual revenues are to be changed
- Insert a new record below the load record to be canceled and set all values except Actual revenues as in the original record.
  - Enter the same value as in the original record with a minus symbol in the Actual revenues field.
- Insert another record and set all values except Actual costs as in the original record.
  - Enter the new cost value in the Actual revenues field.
Cost type or date is to be changed
- Insert a new record below the load record to be canceled and set all values except Actual revenues as in the original record.
  - Enter the same value as in the original record with a minus symbol in the Actual revenues field.
- Insert another record and set Actual revenues as in the original record.
- Enter the required new cost type or date value.
  - If a new value is only entered for one of the two parameters, the other value will remain the same as in the original record.