To access financial information, you must have the 'Access billing information' permission in your global role
Project-related financial information is entered and monitored on the Billing screen accessible at button in the top right of the Project Details section.
It contains the following fields and options:
|Project currency||The currency unit used for billing within the project.||Text search is available to quickly spot the required currency. E.g. type 'pound' to bring up a list of 2 items to select from: British pound and Egyptian pound.|
|Project billing is based on||Six options are available:
||Only one type of billing is available per project.|
|Total project budget||The overall budget of the project, including those of its activities.||- Not editable|
|Actual expenses||Actual expenses that you have on your project are entered here. See Adding expenses to learn more.|
|Planned expenses||Expenses that you plan to have on your project are entered here. See Adding expenses to learn more.|
|Payments||For adding payments, see Adding payments.|
|Project billing metrics||This section contains various billing metrics. To learn more, see Project billing metrics.|
|* The rate as set in the customer's details. See Creating customers for more details.|
To set the default currency unit you must have the Manage system settings permission.
Project billing settings are used to produce billing reports
Adding budget to a project
To add the budget to a project:
- Click on the project's name to access its details section.
- Click on the 'Set Budget' field.
- Type the amount of the project's budget.