Access and manage financial information for projects and tasks
The video explains how to access and manage financial information for projects and tasks. It provides a comprehensive overview of navigating and understanding financial data at both project and task levels.
Key takeaways
- Accessing Financial Information: Financial details for a project are located on the finance page, accessible via “Project Details,” while task-level financial data is found under “Task Details.”
- Editable Fields: Users with appropriate rights can edit fields such as budget, planned benefit, actual benefit, fixed revenue, and fixed costs.
- System Calculations: Planned and actual revenue and costs are automatically calculated based on data recorded for individual tasks.
- Performance Metrics: Cost and schedule indices are displayed, and users can view calculation methods by clicking the information icon. The chosen Performance Index method determines whether estimated completion is shown in hours or money.
- Expense Tracking: Expenses are part of costs and can be viewed at both the task and project levels, providing a comprehensive view of financial data.
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