To add a consulting revenue

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.