Using the Spreading tool to fill in remaining POC revenue
Rather than manually typing the same number into several remaining months of a POC contract, the Spreading tool does it for you.
Where to find it
- A Spreading popup opens in-page over the POC Contracts tab.
- The same thing is also reachable directly at
/spreadingas a standalone page, if you'd rather work there instead.
How it works
The Spreading view lists every POC contract on your current filtered view, showing Contract Rev, JTD Rev, Forecast Entered, and Remaining, plus a months input. Pick how many months you want to spread the Remaining revenue across, starting right after whatever you've already entered, and it fills those months evenly.
Important: it overwrites
Spreading fills in the months it targets with the evenly-divided amount — if those months already had different values entered, spreading replaces them. Double-check which months you're targeting before confirming, especially if you've already done some manual entry in that range.
In-page popup vs. standalone page
Using Spread from the POC tab's popup refreshes just the dialog and keeps
it open, so you can spread multiple contracts back to back. Using it on
the standalone /spreading page reloads the whole page each time instead.
Either way ends with the same result in the grid.