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Planview Customer Success Center

How to speed up the revenue recognition tentative job

Symptoms

The revenue recognition tentative job is getting slower and slower, as it always process all engagements of a billing office. Can this be made faster, e.g. by closing engagements?


Resolution

Closing an engagement will not stop it from being processed by the revenue tentative process. To exclude it from that processing:

- set the engagement to non billable

or

- uncheck the 'revenue recognition' check box in the engagement to indicate that no further revenue should be recognized.