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Reviewing Time Shift Information at the Quote Level


Use the Quotes screen's Time Shift > Summary view to review details of both functions and room blocks that have been time shifted. This summary information is only based upon the active function spaces for a function, and does not take backup spaces into account.

After time shifting functions it may also be useful to compare the revenue estimates for both the original and revised functions. This comparison can be made using the Quotes screen's Time Shift > Function Shift (Revenue) view.

NOTE:  Revenue is calculated at the time of the quote, based on the defined average value (see Setting Up Average Values and Function Types). However, if the revenue is to be calculated on the basis of the line items, then the user would select the Line Item Sum check box on the Quotes screen's Functions > Functions list.

To review the time shift summary

  1. Navigate to the Quotes screen > List view.
  2. In the Quotes list, query for the quote record.
  3. In the Quote record, click the link in the Quote # field.
  4. Click the Time Shift view tab, and then click the Summary link.
  5. Use the Original Quote Summary and the Revised Quote Summary forms to compare the details.

To compare time shift revenue estimates

  1. Navigate to the Quotes screen > List view.
  2. In the Quotes list, query for the quote record.
  3. In the Quote record, click the link in the Quote # field.
  4. Click the Time Shift view tab, and then click the Function Shift (Revenue) link.
  5. Use the Original Revenue Estimates and the Revised Revenue Estimates lists to compare the estimated revenue.
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