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
    Screen Shot 2015-12-22 at 6.17.41 PM
  • 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

Screen Shot 2015-12-22 at 6.15.19 PM

Project Pulse will automatically generate individual records for each revenue schedule, for the dates and amount specified. In the example above we will get 6 entries from February 2015 to July, for $20,000 each month.

This is the only data entry point needed to calculate financials and automatically generate billing records when the time comes.

Screen Shot 2015-12-22 at 6.19.03 PM

You can also edit or enter individual schedules with your custom dates, and amounts, by leveraging the Relationships tab as seen above.

About Alex Sartogo

I'm the VP of Engineering @ Configero, overseeing the design and implementation of all our products. I've served many roles in the past 10 years, all revolving around the Salesforce.com platform, from developer, to solution architect, to managing our entire delivery organization.

Entries by Alex Sartogo