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This article is for Budgets for Data Center.

Folio Revenue Summary

Owned by Jaramy Conners
Nov 15, 2023
3 min read

The Folio 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, Planned, Actual and Forecast using the second tab level that appears just below the header when the Revenue tab is selected.


Viewing the Folio Revenue Summary

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

It is divided into four sections: Traffic Light Indicator and Summary, Folio Revenue Summary#Progress and Notes.

Traffic Light Indicator and Summary


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

  • Green: On track. All aspects of folio revenue are within tolerance. 

  • Amber: Some issues are having a negative effect on the folio's revenue. Viability is at risk 

  • Red: Problematic. Serious, high-risk concerns are threatening the overall performance of the folio. 

  • Grey: No data available currently.

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

 

 

Progress

This section compares the schedule and the scope completion progress. 

  • The Schedule progress bar displays the number of completed working days elapsed since the start date.

  • The Scope progress bar displays the completion ratio. The completed ratio indicates how much value was earned to date versus the project's total planned value. It is computed by dividing the earned Original Estimate to date by the total sum of the Original Estimate to earn.  You can click the Scope bar to view information on the Resolved and Closed issue types related to the project (Stories, Epics, Tasks, etc.)

Note: The Scope progress becomes red if lower than the Schedule progress.

  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 folio.