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  1. Forecast
  2. FAQs
  3. Financial Management FAQs

Financial Management FAQs

  • Why is 'Planned Revenue' not matching 'Planned Billable Time'?
  • I created a project with Baseline estimates, but it does not reflect in Revenue Recognition, why?
  • How do I manage pro-rated periods in Retainer budget projects?
  • Done projects show current month values in Revenue Recognition. Why?
  • Why are some time registrations not appearing for Invoicing?
  • Why does my Budget not include Planned values?
  • Why can't I unlock a period in my retainer project?
  • Why can't I edit an expense item?
  • What is Revenue Recognition in Fixed Price projects?
  • Can I add or remove expense categories?
  • Why can't I change my budget type from Retainer to anything else?
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