Skip to main content

Service Revenue Blueprints (Budget Estimator)

Overview​

Service Revenue Blueprints is part of the Budget Estimator module and supports project budgeting for Service Revenue. In this feature, you work with Budget Blueprints and related blueprint information, including Add Catalogs to Blueprint.

How to access​

  1. Go to Budget Blueprints.
  2. Select the Service Revenue tab.

Note: Budget Blueprints is capability-gated (permission required).

Key features​

  • View Budget Blueprints using the Service Revenue tab (alongside All, CapEx, and OpEx).
  • Work with blueprint details in Single Blueprint using the tabs:
    • Base Information
    • Change History
  • Use Add Catalogs to Blueprint to add Catalogs to a blueprint.
  • Use blueprint list columns shown in the Blueprints Table:
    • Actions, Name, Type, Date Created, Owner, Last Modified

Field descriptions​

Blueprint fields​

  • Blueprint Name / Name: The name shown for a blueprint.
  • Type: The blueprint type (includes Service Revenue).
  • Owner: The user shown as the owner of the blueprint.
  • Date Created: The date the blueprint was created.
  • Last Modified: The most recent modification date shown for the blueprint.

Blueprint detail tabs​

  • Base Information: Shows the blueprint’s base information.
  • Change History: Shows change history items for the blueprint.

Add Catalogs to Blueprint fields​

  • Add Catalogs to Blueprint: Opens the dialog used to add catalogs to a blueprint.
  • Select Catalogs: The selection list used when adding catalogs to a blueprint.
  • Select Catalogs Table columns:
    • Name, Type, Project Type, Category, Catalog Items