Project Financials
Article type: Topic
- Setting Up Permissions for Project Financials
- Using Project Financial Entries
- About Financial Entries
- About the Financial Summary
- Financial Summary Overview for Administrators
- Transitioning from Task-Level to Project-Level Expenses
- Financial Entries Overview for Administrators
- Setting Up Project Financial Entries
- Working with the Financial Summary
- Setting Up Data Streams, Calculation Details for Financial Metrics
- Creating Fields for the Financial Summary
- Checking the Numbers
- Creating Forecasts and Entering Actuals
- Working with the Summary View
- Entering and Distributing Values
- Finance Settings
- Associating Financial Entries with Tasks
- Notes and Attachments
- Financial Entry Reports
- Creating Categories for Financial Entries
- Configuring Available Fields for Financial Entries
- Creating Custom Fields for Financial Entries
- Creating Field Restrictions for Financial Entries
- Designing Details - Forecast and Actuals
- Financial Entries: Out of the Box Fields
- Laying Out the Grid Columns for Financial Entries
- Configuring Searchable Fields
- API and Data Import for Financial Entries
- Financial Summary PMI Metrics