Skip to main content
Planview Customer Success Center

How to remove a revenue recognition method populated in error

Symptoms

We accidentally populated a Billing Milestone (fixed fee) with a Revenue Method which is now grayed out. How can we remove the Revenue Method value from this record?


Resolution

The Billing Milestone was included in the project budget.

Removing Fixed fee from the project budget will make this Revenue recognition method editable again. Once you remove the method you can add fixed fee back to the budget