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Search revenue tracker page

This guide provides steps to navigate and use the Search Resource Tracker page

The Search Resource Tracker Page enables users to locate and review resource tracker entries efficiently. These entries capture task details, project progress, and resource usage.

Step by Step Guide:

1. Navigate to JOBS > Revenue Tracker > Revenue Tracker.

2. The Search Revenue Tracker landing page will be presented.

3. The following filters, buttons, and hyperlinks are available on this page:

Job No. - Enter or select a job number.
Job Description - Enter a job description.

4. Client - Enter or select a client.

5. Client Manager - Enter or select the client manager.

6. Start Date - Enter a start date.

7. End Date - Enter an end date.

8. Probability - Select a probability status.

9. Entity - Choose an entity.

10. Charts - Select the type of chart you wish to view.

  • Revenue Tracker by Month Next 12 Months
  • Revenue Tracker by Client Next 12 Months
  • Revenue Tracker by Job Manager Next 12 Months
  • Revenue Tracker by Client Next 12 Months

11. Revenue Tracker Dashboard - Directs you to the Revenue Tracker Dashboard.

12. Revenue Tracker Report - Directs you to the revenue tracker reports selection page.