Project Settings: automatic revenue on signed agreements
Understand the "Auto-generate project revenue on signed agreements" switch and when to turn it off.
Video tutorial coming soon
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Signing always moves the job to Signed, which counts as WON. With this switch on (the default), the signed total is also written into Project Revenue. Turn it off if you prefer to enter revenue by hand in each job's Project Settings, for example when final billing often differs from the signed amount.
By the end you can
- Know what the switch does
- Decide whether to keep it on
Screens used
Step by step
Open Project Settings
/settings?activeTab=project-settingsGo to Settings → Project Settings.
You should see: "Revenue Settings" with the switch "Auto-generate project revenue on signed agreements", on by default.
Decide
/settings?activeTab=project-settingsLeave it on for most companies. Turn it off if you type final revenue per job.
You should see: Future signatures follow the new setting.
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