Creating a Subscription Schedule

To add a monthly subscription revenue schedule to a project, follow these steps:

Make sure that the Project has the Subscription Record Type
In the Main Projects list view, highlight the project for which you want to create a revenue schedule

Click the edit button on the toolbar
Enter a value for the following fields:

Subscription Price

The total value of the contract (monthly charge * number of months) i.e.: $120,000

Subscription Months

The number of months for this subscription schedule i.e.: 6

Subscription Start Date: i.e.: 2/2/2015

When you want the subscription schedule to start

Save the project

Project Pulse will automatically generate individual records for each revenue schedule, for the […]

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