Managing Sale Revenue Elements

This guide shows how to create a new sale revenue element to sell an apartment. It also shows how to assign the apartment area and distribute the cashflow over the preferred interval.

Steps

1. Inspect revenue distribution block in Revenues grid — Observe the revenue distribution block that appears in the Revenues grid, showing allocated amount values across months while the Finance section remains visible below.
2. Observe loading spinner over budgeting grids — Wait while a loading spinner overlay temporarily disables the Revenues and Finance grids, indicating that budgeting timeline data is refreshing or navigation is in progress.
3. Set distribution interval to Quarterly — Select Quarterly from the Interval dropdown so the Money distribution modal recalculates the schedule table and shows an updated planned value such as €700,000.00 with Cancel and Apply options.
4. Open Interval dropdown for distribution frequency — Open the Interval dropdown in the Money distribution modal so options such as Monthly, Weekly, Quarterly, Semianual, and Annual appear for adjusting the schedule frequency.
5. Select Constant distributor type in dropdown — Open the Distributor Type dropdown and choose Constant so the Money distribution modal highlights Constant among options like None and Aggressive.
6. Close End date panel to show distribution summary — Close the End date configuration panel so the Money distribution modal displays Start date 01/01/2026, End date 01/02/2026, Distributor Type None, Interval Monthly, and the Apply action.
7. Set Start date 01/01/2026 using phases selector — Focus the Start date field in the Money distribution modal and configure it as 01/01/2026 while viewing the Time Phases selector with options like 01 - Pre-Development.
8. Review New revenues panel over dimmed timeline — Keep the New revenues panel open above the dimmed financial timeline, confirming Amount 200, Unit piece, Unit price 3500, and the Timeline section prior to distribution setup.
9. Verify completed New revenues values before timeline — Verify that New revenues shows Amount 200, Unit piece, and Unit price 3500, indicating that the main value fields are fully configured and ready for saving.
10. Confirm piece as Unit in New revenues — Select piece from the Unit dropdown so the Unit field shows piece as the chosen unit, keeping Amount 200 and exposing the State value option.
11. Enter formula referencing Apartment 001 variable — Type a formula into the Formula Editor input field that references an apartment-level variable so the formula field changes from empty to populated.
12. Select an element for the new revenue — Select one of the element options so the Element field in the New revenues panel becomes populated alongside Amount, Unit, and Timeline fields.
13. Open New revenues side panel in Risks — Open the New revenues side panel on the right to start configuring a new revenue item, focusing on the Revenue name field and basic properties.
14. Open revenue row context menu in Risks — Open the context menu for a revenue row in the Revenues section to expose options such as New element, Feature element, and Update element group.
15. Open Building 7 structure and cost table — Navigate from the project cards to the detailed Building 7 structure table to review building components, quantities, and amounts.

Managing Sale Revenue Elements