The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help

Revenues Posting MOD009ALP

Access path

From DB 39.5.9

PM Administration Special Functions Revenues Posting

Information

In this module, the actual revenues of the revenue resources (resources with resource type = 8) recorded in the past 60 days are displayed.
Further actual revenues of the revenue resources can be recorded in this module.

Notes on technical and calculative aspects

If you use PLANTA project for cost planning, effort of the resources is automatically converted into costs with the help of its conversion factors.
The costs that have actually incurred (actual costs) thus result from the reported hours worked (actual load) of the resource and from the corresponding conversion factors.
Since revenue resources do not dispose of a reporting function for hours worked, their actual loads (Actual load) are recorded directly here in the Revenues Posting module. I.e. no immediate Actual revenues are really recorded here but Actual load of the cost resource which is only multiplied by the conversion factor upon calculation of the schedule, resulting in Actual revenues. Since for revenue resources this conversion factor is always 1, the calculated Actual revenues value, which can be looked at in the Schedule module at the respective revenue resource, equates to the value recorded here in the Revenues Posting module. Further comprehensive information on cost planning, cost calculation, and cost viewing in PLANTA project can be found here.

Base	Shows the actual loads recorded in the last 60 days (actual revenues)
Including reverse postings	Like the base variant, but with additional display of possibly canceled postings and of the respective reverse postings (if there are any).

Procedure

Select a revenue resource from the listbox in the Resource field.
Open the context menu on the resource and select Insert Revenues.
Select the date for which the revenues are to be posted in the Load date field.
Select the required Project and Task and enter the height of the revenues in the Actual revenues field.
- In the project listbox, only active projects the cost center of which equates to the cost center of the logged on user are listed.
- In the task listbox, only tasks that have resource assignments and that are no milestones or master milestones are listed.

Select a revenue resource from the listbox in the Resource field.

Open the context menu on the resource and select Insert Load.

Select the date for which the revenues are to be posted in the Load date field.

Select the required Project and Task and enter the height of the revenues in the Actual load field.

In the project listbox, only active projects the cost center of which equates to the cost center of the logged on user are listed.
In the task listbox, only tasks that have resource assignments and that are no milestones or master milestones are listed.

Information

In some cases, actual values, or even entire actual load records, must not be deleted in PLANTA.
The impermissible deletion or changing of actual values is prevented by PLANTA. In this case, reverse postings must be recorded for the postings to be deleted or corrected. Further information and reasons can be found here...

Procedure for automatic reverse postings NEW

From DB 13 you have the option to record automatic reverse postings
If you use this option, you only have to delete or change the value in the Actual revenues field of the required record. If reverse postings are required, they are created automatically in the background without the user taking note of it. The program virtually checks itself whether the requirements for reverse postings are met, and if so, it will take all required measures.

Procedure for manual reverse postings (if automatic reverse postings are deactivated)

Actual revenues are to be deleted
- Insert a new record below the load record to be canceled and set all values except Actual revenues like in the original record.
  - Enter the same value as in the original record with a minus symbol in the Actual revenues field.
Actual revenues are to be changed
- Insert a new record below the load record to be canceled and set all values except Actual revenues like in the original record.
  - Enter the same value as in the original record with a minus symbol in the Actual revenues field.
- Insert another record and set all values except Actual costs like in the original record.
  - Enter the new cost value in the Actual revenues field.
Cost type or date is to be changed
- Insert a new record below the load record to be canceled and set all values except Actual revenues like in the original record.
  - Enter the same value as in the original record with a minus symbol in the Actual revenues field.
- Insert another record and set Actual revenues like in the original record.
- Enter the required new cost type or date value.
  - If a new parameter is only entered for one of the two parameters, the other value remains the same as in the original record.

Information

In many cases, actual values, or even entire actual load records, must not be deleted in PLANTA.
In most cases the deletion or changing of actual values is prevented by PLANTA. In this case, reverse postings must be recorded for the postings to be deleted or corrected. Further information and reasons can be found here...

Record actual postings

Actual revenues are to be deleted
- Insert a new record below the load record to be canceled and set all values except Actual revenues like in the original record.
  - Enter the same value as in the original record with a minus symbol in the Actual revenues field.
Actual revenues are to be changed
- Insert a new record below the load record to be canceled and set all values except Actual revenues like in the original record.
  - Enter the same value as in the original record with a minus symbol in the Actual revenues field.
- Insert another record and set all values except Actual costs like in the original record.
  - Enter the new cost value in the Actual revenues field.
Cost type or date is to be changed
- Insert a new record below the load record to be canceled and set all values except Actual revenues like in the original record.
  - Enter the same value as in the original record with a minus symbol in the Actual revenues field.
- Insert another record and set Actual revenues like in the original record.
- Enter the required new cost type or date value.
  - If a new parameter is only entered for one of the two parameters, the other value remains the same as in the original record.

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