Financial Planning with Planview AdaptiveWork Revenue Recognition Modes Mini-Masterclass
In this Kolme Group, Kolme University mini-webinar, we walk through Planview AdaptiveWork (formerly Clarizen) standard Revenue Forecasting and Recognition features, including Fixed Price, Fixed Price Milestone, Time and Materials, and Mixed mode.
We will also share a custom configuration method we implement for our clients who need manually configure Forecast and Actual Revenue by month.
By the end of this video, you will understand how each of these AdaptiveWork Billing Types operates, how to set them up in your project, and the impacts of each Billing Type on revenue forecasting and tracking.
TIMESTAMP
00:00 Intro
00:34 Revenue Recognition Models Demo Intro
01:03 Revenue Recognition Mode Types
01:29 Fixed Price Project Mode
05:18 Fixed Price Milestone Mode
08:40 Time and Materials Mode
10:13 Mixed Mode
12:20 Manual Mode
14:25 Conclusion
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As a Planview Partner, the Kolme Group offers project managers a way to gain insights and the AdaptiveWork skills needed to manage this scalable project management software platform, Kolme University.
As Planview AdaptiveWork Admin, you will gain real-world insights at Kolme University regarding the AdaptiveWork software configuration and integration. We teach you more than the basic know-how, and we move beyond the basics so you can improve your user interface and create AdaptiveWork (formerly Clarizen) custom code, ensuring you get the most out of your PM tool.
Are you ready to take your project management skills to the next level and gain the tips and tricks needed to become an AdaptiveWork Administrator Power User?
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