Steps
- Linear distribution of sales budget: income spread across stages. Quick forecast.
- Linear distribution of cost budget: costs (labour, equipment, materials, subcontracts and others) spread across stages.
- Gantt distribution of sales budget: income according to the item dates.
- By item and stage: expenses, one line per item with its end date.
- Purchase: expenses from confirmed purchase orders.
- Sale: income from confirmed sale orders.
Warning
With the Gantt type only items with an assigned stage whose end date falls within that stage count. If none qualifies, you get “No cash flow line was generated: no item is assigned to a stage with its end date within that stage.”.