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I'm exploring alternative methods for calculating revenue projections for construction projects.

Currently, we rely on a straightforward method using GI that looks at the end dates on all revenue tasks, the sum of the tasks ending in a specific period serves as our revenue projection. It's a simple and effective approach.

Why I’m looking for something different; Project management programs that integrate with ACU are limited, and not all of them integrate with project tasks. It's worth mentioning that we currently use SmartSheet to manage project task dates. While this integrates with ACU, it's proving to be less scalable due to inadequate support. If I can find a different means of calculating our revenue projection, then I’m not restricted to the limited PM tools available. 

Please provide suggestions and insights regarding alternative methods or tools that might enhance our revenue projection processes. Your input would be greatly appreciated.

Hi @Aschneid 

I’m glad to see your use of a GI, and building out more advanced information there may be an option.  I also want to point you to some Marketplace Solutions that extend Acumatica data;

Anterra; https://www.acumatica.com/acumatica-marketplace/anterra-technology-business-intelligence-platform/

Prophix: https://www.acumatica.com/acumatica-marketplace/prophix-corporate-performance-management/

Velixo: https://www.acumatica.com/acumatica-marketplace/velixo-excel-based-reporting/

Each of these has different levels of complexity and capabilities, so it’s best to review and see if they provide you a desired result.

From a product side, if you want to DM me your report format, or what would make the GI even better, feel free to send it over, as we’re always looking to improve our core product.

Thanks.

Joel

 

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