The Portfolio Revenue tab lets you plan your project expenses, track them during project execution and obtain future Revenue forecasts based on your current team's performance. Navigate between Summary and Forecast using the second tab level that appears just below the header when the Revenue tab is selected.

Viewing the Portfolio Revenue Summary

The Porfolio Revenue Summary tab provides you with an overview of the current states of this portfolio's Revenue.

It is divided into four sections: Traffic Light Indicator and Summary, Distribution of Total Planned Revenue, Distribution of Revenue to Date, and Notes.

Traffic Light Indicator and Summary

This section provides you with an at a glance view of the portfolio's Revenue. The system uses the following color schemes to indicate statuses:

Green: On track. All aspects of portfolio revenue are within tolerance.
Amber: Some issues are having a negative effect on the portfolio's Revenue. Viability is at risk
Red: Problematic. Serious, high-risk concerns are threatening the overall performance of the portfolio.
Grey: No data available for the time being.

You can click the values in the Revenue column of the Summary section to obtain more information:

Distribution of Total Planned Revenue

This section displays a chart that indicates the weight of each folio in this portfolio in terms of budget.

You can click the chart elememts to navigate to the detailed budget of the corresponding folio. The chart will group smallest folios under "Others" if the portfolio contains more than 10 folios.

Distribution of Revenue to Date

This section displays a chart that puts in contrast each folio in terms of actual Revenue, planned Revenue and earned value (if applicable).

You can hover your cursor on the chart to obtain at a glance information on each folio.

1. Click the Show more/Show less link to display more information.

2. Click the folio in the list to go to its dashboard.

Notes

This section lets you add additional notes.

To do so:

1. Click the Add a note link.

2. Enter the note.

3. Select the Level (Information, warning, success, important).

4. Click the Add Note button.

Your note will be added to the Portfolio.

Viewing the Portfolio Revenue Forecast

The Forecast screen shows the evolution of the financial numbers of a Portfolio over time. It is divided in two parts:

A chart showing the Folio's or Portfolio's past and projected Planned, Actual and Earned Value (if EVM is on).
A details panel on the right side that displays more information about current and projected values.

The Chart

The forecast chart displays various curves showing the evolution of financial numbers related to the current Folio or Portfolio. It spans on a period of time that covers the whole time frame of the Folio, plus possibly a "Behind Schedule" period. The "Behind Schedule" period (pale red area at the extreme right of the chart) appears if the current performance indices of the Folio lead to an estimated end date later than the current configured end date of the Folio. Note that in the case of a Folio without EVM, if it is configured to determine the completion ratio based on the project calendar progress, then the Folio will never be considered ahead or behind schedule. Today's date is indicated by a vertical dashed line. Clicking on any series of the chart brings up a tooltip that displays the detailed information at the selected point in time.

Curves

Budget

Budget
	Planned	The Planned Value for the Folio or Portfolio time frame. If the budget has been approved, then this curve is determined by the expenses or revenues as they were when they were last approved.
	Contingency	The Contingency is an area spanning over the Planned Value curve if a contingency has been configured for the current Folio. The height of the Contingency area reflects the percentage configured (see Folio Configuration).
Earned
	Past	[EVM only] The evolution of the Earned Value of the Folio or Portfolio until today.
	Estimated	[EVM only] Future estimated Earned Value based on the Schedule Performance Index (see Health section of the Folio's Overview).
Actual `(when in` Folio Revenue `page)`
	Past	The actual Revenue that have been incurred by the Folio or Portfolio so far.
	Future	Future Revenue that are known to date (as they are entered in the Folio's Actual Revenue) up to the projected end date.
	Estimated	Future estimated Revenue based on the Revenue Performance Index (see Health section of the Folio's Overview).
Actual `(when in` Folio Revenues `page)`
	Past	The actual revenues that have been generated by the Folio or Portfolio so far.
	Future	Future revenues that are known to date (as they are entered in the Folio's Actual Revenues) up to the projected end date.
	Estimated	Future estimated revenues based on the Revenue Performance Index (see Health section of the Folio's Overview).
	Actual Revenue	The actual Revenue that have been incurred by the Folio or Portfolio so far.
Today
		Today's date.