To plan consulting revenue in Tempo for Server

To plan consulting revenue in Tempo Budgets for Server, you must be the folio owner or be an administrator for the folio:

1. Select a folio using Tempo > (folio name).

2. Select the Revenue tab then click Planned to view the Total Planned Revenue page.

3. Click Plan a consulting revenue (o).

4. Enter information about the planned revenue:

   1. Name - enter a name for the revenue

   2. Role - select a role for the planned consultants.

   3. Repeat - select the number of human resources to plan the consulting revenue for.

   4. From - enter the date to start calculating revenue, or select the Folio start date.

   5. To - enter the date to stop calculating revenue, or select the Folio end date.

   6. Planned Effort - enter the planned effort for the position, either in fixed hours, or as a percentage of total capacity.

   7. Price Rate - enter or select a Price Rate for the consultants.

   8. Account - select an account to link.

   9. Labels - select Jira issue labels to associate with the human resource.

   10. Description - enter a description about this position.

5. Click Plan to complete consulting revenue planning, or select Plan another and click Plan to continue planning consulting revenues.