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Adding Project Revenues Using SmartScripts

If there are multiple revenues to add to a project, end users may want to use SmartScripts to add them. SmartScripts allows end users to enter multiple revenues without having to add them one at a time.

To add project revenues using SmartScripts

1. Navigate to the Projects screen.
2. From the visibility filter, select the appropriate view.
3. Drill down on the Name field hyperlink for a selected project record to which you are adding revenues.
4. Click the Revenues view tab.
5. Click Menu, and then click Script.
6. In the SmartScripts screen in the Revenue Schedule - Date Range form, complete the necessary fields, and then click Next.
7. In the Revenue Schedule - Default Values form, complete the necessary fields, and then click Next.
8. In the Revenue Schedule - Default Values form, complete the necessary fields, and then click Next.
9. In the Revenue Schedule - Amounts form, complete the necessary fields, and then click Finish.

   The appropriate revenue records are calculated and added to the Revenues list.

   A set of revenues created using SmartScripts includes the same Group ID and thus are each included in the same spreadsheet record when the end user navigates to the spreadsheet view.