Push forecast revenue

Revenue Snapshots

Revenue snapshots capture pay item information and cost item revenue information using the sync Push Forecast revenue. When a project forecast revenue is pushed, it generates a revenue snapshot.

When the project month rolls over, the last push revenue forecast sync before month-end is recorded. If a sync has not run during the month, then the system automatically takes the revenue forecast snapshot based on the date and time.

After the revenue snapshot has been recorded, you can look at past snapshots to view previous values. For example, in the pay items register you can view current and previous Revenue snapshots using the Revenue snapshots in the drop-down menu.

If you view a past snapshot, the data that loads is read-only. You cannot edit any of the fields.

The billed date shows the earliest build of the project when the snapshot was taken and includes any pay items in the pay item register. The snapshot might not include back-dated bills or newly created pay items. The snapshot might include deleted pay items.

For example, February has ended and the snapshot was taken it is now March and you backdated a bill, such as billed revenue or billed quantity into February. The backdated bill is not included in February's snapshot because the snapshot had already been taken.

The snapshot is automatically recorded by month and year. Whenever the month ends, the monthly Revenue snapshot shows in the revenue snapshot drop-down list.

The snapshot records the revenue columns for pay items. The columns are the following: