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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