Revenue codes

You can create a revenue code list that's used for budget items and non-committing contracts. To see a summary of the revenue codes, you can design a report that groups budget items or contracts by revenue code and then add the custom report to ProjectSight.

  1. In a Crystal Reports file, you insert a summary group for revenue codes.
    2. Grouping by revenue code in report file
  2. You upload the report file in ProjectSight.
  3. You generate the report for budget items.
    4. Budget item report by revenue code
  1. Open the settings.
  2. In the Portfolio settings or Project settings section of the menu, select Financials.
  3. On the menu, select Revenue Codes.

You can add a unique code and an optional description for each revenue code.

  1. Select Add new row.
  2. In the Code column, enter a unique code.
  3. In the Description column, enter the description.
  4. Press Enter.

    5. —Or—

    Select Done.

    The revenue code is added at the bottom of the list.

  5. Select the revenue code, and drag it to a different position in the list.

Changes to a revenue code are applied wherever the revenue code is used.

You can export the revenue code list to Excel where you can edit the list.

Excel button in settings
  1. Select the Code column.
  2. Select the Description column, and then edit the description.
  3. Press Enter.
  • Select the revenue code, and then drag it to a different position in the list.

    • —Or—

    To sort the revenue codes alphanumerically, select Sort icon (Sort) on the toolbar.

If a revenue code is used in a record, you can't delete that revenue code.

  • Point the cursor to the row, and then select Cancel icon (Remove).

    • The revenue code is deleted immediately from the list.