Creating Projects can be an excellent way to organize work in your FP system. But how should can you easily see the financial health of your Project? Please review this article to learn our recommended steps, and click the iink below to learn more about the Project creation process:
See Information Overview
Once a Project is created, there are a few places on that project to get an idea of its financial health. Here on the Basic Info tab, I can see the Project Budget, and totals for Estimated, Actual and Invoiced amounts.
And on the Job Financials tab, you can also get a decent overview of estimated, actual and invoiced amounts across the jobs within the project.
You can also use the on screen filter feature, to adjust the data on screen, based on the dates you enter.
See Detailed Information
Let's pull more detailed information for this particular Project. From the main navigation bar, choose Jobs > Find Job.
We'll get a list view of our results. The list view may not include all the information we need or want to see though. Click Manage Columns.
Choose to add or remove fields from both the Standard and Advanced tab. In the lower part of the window, drag and drop columns into the order of your choosing.
Alternately - Also from the Job List View, choose the CSV button. From here, you can push all the data related to these Jobs to a .csv report (best opened using Excel), or just push the on-screen data for these Jobs to a .csv report (best opened using Excel).
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