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To add a consulting revenue

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To add a consulting revenue

Nov 15, 2023

To add consulting revenue to a folio in Tempo Budgets for Server, you must be the Folio owner or Folio administrator:

  1. Click  or select Tempo > Budgets.
  2. In the Manage Portfolios view, select a folio,
  3. Select the Revenue tab, then select Actual at the upper-left.
  4. Add a consulting revenue by:
    1. Select Add a Consulting Revenue (o) or
    2. In the Worklog Inspector, under Not registered as consulting revenue, use the plus sign (+) to add the staff member as a consultant.
  5. Enter information about the consulting revenue:
    • Staff Member - the name of the staff member added as a consultant.
    • Role - select the role the staff member will perform.
    • Overtime Rule - select an overtime rule for the staff member.
    • Weekly Schedule - select a Weekly Schedule for the staff member.
    • Holiday Schedule - select a Holiday Schedule for the staff member.
    • From - enter a start date, or select the Folio start date.
    • To - enter an end date, or select the Folio end date.
    • Billable Ratio - enter the billable ratio as a percentage of total capacity.
    • Price Rate - enter the Price Rate for the staff member. You can set this individually, or if the folio uses Price Rate Tables, it will be set automatically.
    • Account - select the account to link to the consulting revenue.
    • Description - add a description for the staff member.
  6. Click Add to add a new staff member, or select Add another and then Add to add more than one staff member.