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Rev Rec and Adjustment Data fields

In Financial Planning view, time-phased phasing fields

Time-phase fields

Fixed Price

Fixed Price Milestone

Capped T&M

T&M

Mixed

Recognized Forecast revenue*

*Value managed by Customer for all Work Items (Milestones, Tasks, and Projects) via API, Custom actions, or Business Rules

Aggregated only at the Project level.

 

Aggregated only at the Project level and Milestone level

 

Aggregated only at the Project level.

 

Aggregated only at the Project level.

 

Aggregated only at the Project level.

Budget Adjustments *

 

*AW Calculated value

Recognized Forecast revenue - Capped/Fixed Price Budget Revenue

 

Recognized Forecast revenue - Capped/Fixed Price Budget Revenue

Recognized Forecast revenue - Capped/Fixed Price Budget Revenue

Recognized Forecast revenue - Budget Revenue for Labor, Non-labor, and Asset Budget revenue aggregated values

Recognized Forecast revenue - Budget Revenue for Labor, Non-labor, and Asset Budget revenue aggregated values - Capped/Fixed Price Budget Revenue

Actual Adjustments*

 

*AW Calculated value

Recognized Forecast revenue

Recognized Forecast revenue

Recognized Forecast revenue - Capped/Fixed Price Actual Revenue

 

Recognized Forecast revenue - Budget Revenue for Labor, Non-labor, and Asset Budget revenue aggregated values

Recognized Forecast revenue - Budget Revenue for Labor, Non-labor, and Asset Budget revenue aggregated values

In WorkPlan - Project-level Aggregated fields

Project level field

Fixed Price

Fixed Price Milestone

Capped T&M

T&M

Mixed

FY Recognized Expected revenue

Value derived from Project-level aggregated time-phased data sent via API, Business Rules, or Custom actions

FY Expected Adjustments

FY Recognized Expected revenue - Fixed Price

FY Recognized Expected revenue - Fixed Price

FY Recognized Expected revenue - FY Expected Revenue

FY Recognized Expected revenue - FY Expected Revenue

FY Recognized Expected revenue - FY Expected Revenue - Fixed Price

FY Actual Adjustments

FY Recognized Expected revenue - Fixed Price

FY Recognized Expected revenue - Fixed Price

FY Recognized Expected revenue - Actual revenue

FY Recognized Expected revenue - Actual revenue

FY Recognized Expected revenue - Actual revenue - Fixed price