How can I track project finances?
The Finance tab shows invoices, expenses, amounts still to invoice and pending payments. Project reports include budget, actual costs and profit based on recorded data. Access depends on your financial and reporting permissions.
Review the project's financial records
The Finance tab brings together invoices, expenses, amounts still to invoice and pending payments. Use it to understand what has been recorded against the project.
Compare the plan with recorded costs
Project reports include budget, actual costs and profit based on recorded data. Check that the relevant entries are complete before using the totals to assess a project.
Give access to the right people
Financial and reporting permissions control access to these views. Team members who manage delivery do not necessarily need access to every financial detail. Review your workspace permissions when setting up the project team.
