To access financial information, you must have the 'Access billing information' global permission in your role.
Below are given some financial metrics, i.e. calculable parameters pertaining to financial and economic performance of a project. You can use these as reference when using project billing. They appear on the project details screen in the Financials section.
| Metric | Formula | Comments |
| Actual Labor Billing | ∑(Billable Time Log x Resource Billing Rate) | Total of billable time entries times resource's billing hourly rate |
| Actual Labor Cost | ∑(Billable Time Log x Resource Internal Rate). | Total of billable time entries times resource's internal hourly rate |
| Billed Labor | ∑(Billed Time Log x Resource Billing Rate) | Total of billed time entries times resource's billing hourly rate (Total Labor Billed) |
| ETC Labor Billing |
1) Hours Left * Hourly Rate [Customer Rate] [Project Rate] 2) Hours Left * Avg Rate Card [Avg Billing Hourly Rate] [Avg Personal Rate] |
An estimate-to-complete of labor-related billing. |
| ETC Labor Cost | ∑(Internal Hourly Rate * Personal Hours Left) | An estimate-to-complete of labor cost |
| ETC Expenses | Planned Expenses (that were actualized) + Planned Expenses (not actualized yet) - Actual Expenses (actualized from planned expenses) | An estimate-to-complete of expenses |
| EAC Expenses | ETC Expenses + Actual Expenses | An estimate-at-completion of expenses |
| EAC Billable Expenses | ETC Billable Expenses + Actual Billable Expenses | An estimate-at-completion of billable expenses |
| Actual Billing | Actual Labor Billing + Actual Billable Expenses | Total actual billing amount, including labor and expenses |
| ETC Billing | ETC Labor Billing + ETC Billable Expenses | An estimate-to-complete of the billing amount |
| Actual Cost | Actual Labor Cost + Actual Expenses | Total actual costs, including labor and expenses |
| ETC Cost | ETC Labor Cost + ETC Expenses | An estimate-to-complete of costs, including labor and expenses |
| Remaining Budget | Budget - Actual Cost | |
| EAC Cost | Actual Cost + ETC Cost | An estimate-at-completion of costs |
| Profit | Actual Billable - Actual Cost | Profit as an absolute value |
| Profit, % | Profit / Actual Billable * 100% | Profit as a percentage of actual billable |
| Expected Profit | EAC Billable - EAC Cost | |
| Expected Profit, % | Expected Profit / EAC Billable * 100% | |
| Billed | Billed Labor + Billed Expenses | Total billed amount |
| Billed, % | Billed / EAC Billable * 100% | Billed amount as a percentage of EAC billable |
| EAC Billable | ETC Billable +Actual Billable | An estimate-at-completion of the billable amount |
| EAC Labor Cost | Actual Labor Cost + ETC Labor Cost | An estimate-at-completion of labor cost |
| EAC Labor Billable | Actual Labor Billable + ETC Labor Billable | An estimate-at-completion of labor billable |