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Planview Customer Success Center

Revenue Planning

Revenue Planning

The Revenue Planning capability supports the planning and management of financial information connected to projects. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.


Processes and Reports

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Revenue planning supports the planning and management of financial information for professional services engagements. Different sets of financial data can be managed at key approval and governance points, providing a standard for measuring performance, including the creation of high-level estimates and baseline budgets. When paired with the Revenue and Cost Management capability, it allows for detailed planned reporting versus actual variance reporting.


Revenue Planning Process Steps


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Revenue planning process flow

Process Step Description
Choose billing type

Choose the type of billing the project will use. The project’s Billing Type will be used to create the budgeted revenue, which can be calculated in three ways:

  • The Fixed Price or Fixed Priced Milestones type calculates revenue based on the value of the tasks, milestones, or projects.
  • The Time and Materials type calculates revenue from the combination of assigned hours and resource billing rates.
  • The Mixed type uses a combination of work items and resource rates to calculate revenue.

For non-billable projects, budgeted cost and expected revenue can be manually updated in the finance section of the project’s Properties card.

For more information:

Manage budget for labor resources

Plan resource costs and revenue by assigning resources to billable tasks with planned hours. This process typically takes place as project managers create their work breakdown structure. If the project uses fixed prices for billing, the value of the project or milestones should be set in the Fixed Price field. A value for Fixed Cost may also be added.

Use the Financial Planning panel to view the Budget Revenue and Budget Cost columns for labor. These columns automatically calculate the cost and billing rates for the hours resources are assigned on active work items, along with any fixed costs or revenue. Ensure the work schedule captures hours assigned to resources and that work item value and resource rates are accurately set.

For more information:

Enter budget for non-labor resources

Enter the budget for the non-labor resource costs required to deliver the work into the Financial Planning panel. Revenue or benefits from non-labor resources may also be added.

All updates to non-labor resources must be manually entered into their corresponding columns.

For more information:

Assess overall budget

Assess the overall project budget using the Financial Planning panel for a time-phased summary, which includes costs and revenue for both labor and non-labor resources. When the project budget is finalized, it may be assigned to a reviewing authority.

For more information:



Revenue Planning Reports

There are several standard financial reports in the report library. These can be run with specific filters to see the appropriate financial information. See Financial Planning Report Examples and Timephase Financial Data in Reports and Dashboards for more information.

Additional reports and dashboards can be created by the administrator and shared with the organization and appropriate team members.