When recognizing revenue or cost against source records (sometimes known as Actuals
Refers to the original revenue recognition process where staging data is generated for source records. The Recognize Revenue page and Recognize All use this process.), you can apply grouping so that records are displayed in a summarized format rather than at detail level. Once the summarized data is displayed, you can optionally expand a grouped row to view the records within it.
You can group data at the primary object level using the filters on that source object. For example, if your primary object is Project you might have filters for company, region and project manager. Let's assume these are your source records:
| Company | Region | Project Manager | Recognize This Period | Record Count |
|---|---|---|---|---|
| Hecate US | West | Ted | 2000 | 1 |
| Hecate US | North | Cindy | 3000 | 1 |
| Hecate US | West | Cindy | 4000 | 1 |
| Hecate US | West | Ted | 1200 | 1 |
| Hecate UK | Yorkshire | Dan | 3000 | 1 |
| Hecate UK | Yorkshire | Dan | 2500 | 1 |
| Hecate UK | Surrey | Alison | 1250 | 1 |
If you group this data by company, two grouped rows are displayed:
| Company | Recognize This Period | Record Count |
|---|---|---|
| Hecate US | 10200 | 4 |
| Hecate UK | 6750 | 3 |
If you group this data by company and region, four grouped rows are displayed:
| Company | Region | Recognize This Period | Record Count |
|---|---|---|---|
| Hecate US | West | 7200 | 3 |
| Hecate US | North | 3000 | 1 |
| Hecate UK | Yorkshire | 5500 | 2 |
| Hecate UK | Surrey | 1250 | 1 |
If you group this data by company, region and project manager, 5 grouped rows are displayed:
| Company | Region | Project Manager | Recognize This Period | Record Count |
|---|---|---|---|---|
| Hecate US | West | Ted | 3200 | 2 |
| Hecate US | North | Cindy | 3000 | 1 |
| Hecate US | West | Cindy | 4000 | 1 |
| Hecate UK | Yorkshire | Dan | 5500 | 2 |
| Hecate UK | Surrey | Alison | 1250 | 1 |
If you are satisfied that a grouped row shows the correct Recognize This Period amount, you can select and commit the row without viewing its details. But if you want to query the amount shown in the Recognize This Period column, click 
to expand the grouped row and view the records within it. (The detail view opens in a new tab, and the grouped rows are then shown on the Grouping tab.) You can then choose to commit the whole grouped row, or to commit just some records within it. Be aware that if you submit records from the detail view, the results on the Grouping tab do not refresh.
Any grouping criteria that you apply on the Recognize Revenue page are saved with the recognition view.