Associating a Revenue Recognition Forecast Template with a Project
To create a sales order forecast for a project, you must link a revenue recognition forecast template with a project and set the Estimated End Date or Actual End Date on the job record. The Calculated End Date that appears on the Standard Job Form is not used for revenue forecasts. To add fields for estimated or actual end dates, you customize the job form.
The Sales Order Revenue Forecasting and Project Management features must both be enabled.
To add an end date to a custom job form:
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Go to Lists > Relationships > Jobs > New.
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Go to Customize in the upper right of the page, and select Customize Form.
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Type a Name for the custom form, and click the Fields subtab.
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Check the box in the Show column for either Projected End Date or End Date.
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Clear the box for Calculated End Date, and click Save.
This adds a Custom Form field to the Job page so you can select which form to use for a project. When you are using project planned time entries, you can select the Standard Job Form.
To associate a template with a project:
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Go to Lists > Relationships > Jobs.
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Click Edit next to the project.
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On the project record, verify that the Start Date and Estimated End Date are entered.
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Click the Financial subtab.
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In the Rev Rec Forecast Template field, select the template to associate with this project.
The template selected in this field is used to forecast revenue for the project.
If the value selected in the Billing Type field is Fixed Bid, Milestone, some revenue recognition templates may not be suitable. Do not select a template that has either of these term sources: Billing Schedule, Transaction Date on Sales Order or Billing Schedule, Rev Rec Date on Sales Order.
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Click Save.
To create a private forecast template:
You can now create a private revenue recognition forecast template on a project that is specific to that project only.
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When a project uses a private revenue recognition forecast template, you can modify the forecast template and affect the forecast for that specific project only.
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When changes are made to public templates, all projects associated with the template are affected if you mass update the schedules.
On a project record, click the 
icon next to the Rev Rec Forecast Template field to create a new template in a new window. On the template, select one of the following:
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Check the Public box to allow this forecast template to be used on any project. A public template appears on all projects.
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Clear the Private box to limit use of this forecast template to this project. A private template appears only on the project from which it is created.
You can also opt to use an existing public template. For more information on creating revenue recognition templates, read Creating Revenue Recognition Templates.
In order for a forecast schedule to be created for a project, all of the following conditions must be met:
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A project must be associated with the sales order, either in the header or on individual lines.
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Applicable sales order lines must be associated with variable revenue recognition templates.
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The associated project must have a template specified in the Rev Rec Forecast Template field.
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Both a start date and end date must be set on the project. These are the dates used for revenue forecasting, not the start and end dates entered on the sales order.
When these conditions are met, a revenue recognition schedule is created and appears only on sales order forecast reports. These schedules are non-posting and do not affect your general ledger.