Financial Management
Overview
Financial Planning overview
Concept and Financial Data fields
Understand Your Current Maturity Level
Billing types
Learn about Billing types
Capped Times and Materials billing type
Fixed price billing type
Fixed price Milestone billing type
Times and Materials billing type
Limitations
Working with Aggregated Project Financials
Getting started with Aggregated Project Financials
Set manually Budgeted Cost and Expected Revenue
Use Organizational Rates
Track actuals with timesheets
Working with the Financial Planning View
Aggregated Resources at the Task or Milestone Level
Access the Financial Planning panel
Editable Non-Labor Resource Fields
Edit financial data in details view
Financial Planning Best Practices
Manage columns
Setting Up Financial Planning
Setting Up Financial Planning (Admins)
Set different Billing types in sub-projects
Shift Non-Labor Resources
Add Non-Labor on Milestones
Managing Resource Rates and Rate Cards
Adding Cost and Billing Rates to Group Job Titles
Cost and Billing Rates: Date Effective Rates
Job Title History in Prices and Rates Window
Managing Job Title and Group Job Title Billing Rates on Rate Cards
Project Financials: Resource Costs and Price Rates
Rate Cards
Financial data
Labor Actual Costs in Financial Planning based on Approved Timesheets
Labor Budget by Project Assignment
Project Budget
Rollup Financial Fields for Work Items
Understand time-phased data fields
Funding projects
Funding
Month locking
Locking Monthly Data
Month Locking
Multi-currency
Enhanced Multi-Currency Support
More Multi-Currency Enhancements
Multi-Currency Enhancements
Contract Management
Overview
Managing Contracts
Aggregating Financials at the Contracts level
Supporting Revenue Recognition processes for Contracts
Referencing contractual agreements with Contract Purchase Orders