Project finances
Income, expenses and budget vs. actual.
7 articles
- Step by stepHow to log income or an expense on a projectRecord every cost and every payment received in the project's Financial area, with a description, amount and, optionally, the schedule stage.
- LearnHow to read the financial dashboard (Efficiency, Costs and Bars)Understand the numbers at the top of a project's Financial area: the collapsed summary, the Efficiency, Costs and Bars tabs, and why they change with filters.
- LearnWhy link expenses to schedule stagesSee what changes when each expense is linked to a schedule stage, what happens to expenses with no stage, and why the stage name matters.
- Step by stepHow to edit or delete an entryFix the description, amount, type, stage or advance on a Financial entry, or delete the entry.
- Step by stepHow to filter entries and generate the PDF statementSearch and filter Financial entries by text, type or stage, and generate the full or summary PDF statement from what is on the list.
- Step by stepHow to record an advance for a team memberLog money advanced to someone on your team in the project's Financial area, so payroll deducts it from what they're owed.
- LearnWhat your client sees of the financials and how to unlock moreFind out what an invited client sees of the project's Financial area in the Portal, how to unlock the full list and the statement, and what can't be hidden.
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