Use this activity to add or modify revenue information related to planned services. Revenue information can be modified in the Request Work Task, Planned Cost and Sales tab. Invoice price of each unit, quantity to be invoiced and the invoice type can be defined for the planning lines.
Due to the different types of work that can be planned on a Request Work Task, one or several cost types are automatically displayed in the Planned Cost and Sales tab. The cost types that can be automatically displayed are Personnel, Tool/Equipment, Materials, and External. Cost types of Expenses and Fixed Price need to be planned manually.
For manual External and Expense planning records, it is possible to define a Cost Category so that the sales part connected to it will be inherited to the planning record. For cost types Personnel and Tool/Equipment, the Time Type can be modified in the Request Work Task/Resources tab, so that the sales part connected to the time type will be inherited automatically.
As a result of this activity, the Planned Cost and Sales Planning tab displays information about work task revenue.