Finance tab (Project)
In this tab, you can monitor the project’s finances.
The bar at the top displays the project’s Total Agreed : Total Cost ratio, along with the Margin and ROI percentage.
If the margin is less than 20%, the bar is displayed in red.
In the Prepayment section, you can add a prepayment for the project. For details, see the Add a prepayment guide.
You can overview the project’s tasks, receivables, and jobs in the table at the bottom of the page.
Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.
Tasks subtab
In the Tasks tab, you can:
check the task’s finances in the Total Cost, Total Agreed, and ROI columns.
click the
icon to check the column sum. The Column Sum popup window is displayed. In it, you can see the sum total for all receivables and payables. If you have payables in different currencies, the sum will be displayed in the system’s default currency.
take a shortcut to the task’s Receivables tab by clicking the task line or the
icon.
Receivables subtab
In the Receivables tab, you can:
use the filters on the left to find a specific receivable.
check the details of the receivables, including calculation units, minimum charge, CAT quantities, etc.
take a shortcut to the task’s Receivables tab by clicking the task line or the
icon.
Jobs subtab
In the Jobs tab, you can:
use the filters on the left to find a specific job.
check the job's details.