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Reviewing Time Shift Information at the Quote Level

Use the Quotes screen, 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, you can compare the revenue estimates for both the original and revised functions. This comparison can be made using the Quotes screen, Time Shift, Function Shift (Revenue) view.

If one or more meeting packages are applied to the quote, then any nonfunction line items associated with the meeting packages are also shifted during a quote-level time shift. In this case, you can use the Quotes screen, Time Shift, Summary view to review details of nonfunction line items that have been time shifted.

NOTE:  Revenue is calculated at the time of the quote, from the defined average value. For more information about average values, see Setting Up Average Values and Function Types. However, if the revenue is to be calculated from the line items, then select the Line Item Sum check box on the Quotes screen, Functions view.

To review the time shift summary

1. Navigate to the Quotes screen, then the 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, then the 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.