If you are 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.), when working on the Recognize Revenue page any changes you make to grid layouts are saved. This includes adjusting the width of columns, changing the order of revenue and cost columns, and turning columns on or off.
- Change the width of columns by dragging the vertical bar that divides one column heading from another.
- Change the order of revenue and cost columns by dragging a column heading along the grid and releasing it at the desired position. You cannot move revenue and cost columns outside of their parent Revenue or Cost column.
- Turn columns on or off by hovering the cursor over the right-hand end of a column heading and clicking the
icon that appears. Select or deselect the 'Columns' checkboxes to control which columns are displayed.
Each of your source objects is shown on a separate tab on the Recognize Revenue page. You can configure different grid layouts for each source object tab. Then for each source object tab, you can configure different grid layouts for grouped data and detail views.
To revert the current grid to its default layout, click the icon that appears when you hover the cursor over the right-hand end of a column heading, then select Reset Layout.
These layouts are saved to your current browser and machine. If you set up layouts using your favorite browser on your usual machine then log into Revenue Management using a different browser or on a different machine, you must reapply your layout changes.