Project Revenue
The Project Revenue module forecasts revenue from billable projects. It models revenue per employee as a function of their daily rate, billability percentage, and the number of working days in each month.
Use Project Revenue for:
- Revenue that comes from billing client projects at a daily rate
- Modelling utilisation rates per employee
- Comparing your revenue capacity against actual project planning data
Prerequisites
A Personnel Costs budget version must exist in your scenario (or the baseline) before creating a Project Revenue module. Employee data, employment dates, and the budget period all come from Personnel Costs.
Creating the module
- In your Scenario, click Add a budget
- Choose Project Revenue
- Follow the 5-step setup wizard
Step 1 — Introduction
Select the Personnel Costs budget version to link to. The budget range is inherited from that version and cannot be changed — it is shown read-only once selected. Next is disabled until a Personnel Costs version is chosen.
A warning is shown if no project management integration is configured on the entity (does not block progression).
Step 2 — Employees
Adding employees
Click Add employees to open the import dialog. It shows all employees from the linked Personnel Costs budget, grouped by department. Multi-select the employees to include. Already-added employees are excluded from the list.
Each imported employee starts with:
- Active months pre-set from their employment start/end dates in Personnel Costs
- All rates and billability values at zero
Employee grid
Each employee has a monthly grid with five rows:
| Row | Editable? | Notes |
|---|---|---|
| # weekdays | No | ISO weekday count (Mon–Fri) for that month |
| Active | Yes (checkbox) | Toggles revenue contribution for that month |
| Daily rate | Yes | Rate charged per day. Editing month N fills all subsequent months with the same value |
| Billability % | Yes | Portion of working time that is billable. Same fill-forward behaviour. Disabled when Active is off |
| Total | No | Weekdays × rate × billability — computed automatically |
Each employee card also shows two mini charts: a bar chart of the daily rate over time and a line chart of billability.
Use Delete all employees in the command bar to clear the list and start over.
Step validation: At least one employee must be added to proceed.
Step 3 — Project Planning (optional)
Toggle Connect project planning to link a project management integration.
When disabled: No additional configuration. Proceed to Mappings.
When enabled:
- Select which project integration to connect from the dropdown (shows all project-type integrations configured on the entity).
- A matching table appears: link each Personnel Costs employee to their counterpart in the project system using a dropdown per row. Integration employees already linked to another Personnel Costs employee are excluded from other dropdowns.
Step validation: If the integration is enabled, at least one employee must be linked before proceeding.
Step 4 — Mappings
One row per employee. For each employee, set:
- Mapping — a P&L reporting line (Balance Sheet lines are not available). Use the "Apply to all" icon button to propagate one employee's mapping to all employees in one click.
- Description — the budget account name for this employee's revenue line. Pre-filled as "Project revenue {first name} {last name}", editable.
Step validation: Every employee must have a mapping and a non-empty description.
Step 5 — Results / Rolling Window
Without a project integration
The step is titled Results. A stacked bar chart shows projected monthly revenue per employee for the full budget period, computed as:
Monthly Revenue = Daily Rate × # Weekdays × Billability %
With a project integration
The step is titled Rolling Window. A selector lets you set the number of months from your last actuals date for which project planning data is used instead of employee parameters.
- Within the rolling window (LDA + 1 through LDA + N months): revenue is taken from actual data in the project system
- After the rolling window: revenue is calculated from daily rate × weekdays × billability
A Comparison graph shows capacity revenue vs planning revenue side by side per month.
Click Finish to name and save the budget version.
Dashboard
The Project Revenue dashboard is under Dashboard → Revenue → Project Revenue. It has four panels:
Revenue graph — capacity vs planning revenue bars per month. When planning data is available, a New Business Ratio line shows what portion of capacity is not covered by existing project bookings: (capacity − planning) / capacity. Clicking a bar filters the tables below to that month.
Billability graph — capacity billability % vs planning billability % per month, with the same click-to-filter behaviour.
Capacity table — per-employee breakdown for the selected month: active status, daily rate, billability %, and revenue contribution.
Planning table — per-employee actual project data: project name, client, number of hours, and revenue. Only shown when a project integration is connected.
A Budget filter dropdown at the top lets you switch between different project revenue budget versions.
Output in reports
Project Revenue maps to your P&L revenue lines based on the mappings set in Step 4. The Revenue dashboard shows project revenue separately from recurring revenue and P×Q.