Project Financials is a module in the project details that aggregates project financial metrics, including planned and actual expenses, target financial parameters such as target revenue, budget, profit, etc., as well as matching them with EAC (Estimate at Completion) metrics as an aid in tracking project financial performance.
To be able to access project financials you need to have 'Access billing information' permission in your global role.
Accessing Project Financials
To access the project's financial module:
- Click the project name in Activity Center or other suitable screen offering interactive project links.
- Click the Financials button ().
The Financials module consists of three tabs:
Click on the respective link to learn more.
To add and/or edit expenses, you must have Log Expenses and/or Edit actual/planned expenses permissions in your project role.
* Available in Team Professional Services and Enterprise Professional Services editions only.