Project finances for administrators
Learn how to establish system-wide financial settings to ensure consistency in billing and reporting across your organization.
Understand performance metrics
Discover adaptable financial performance metrics with flexible calculation methods, global defaults, and project-level overrides, empowering administrators and project managers to effectively tailor financial metrics to project needs.
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Set up task revenue & cost defaults
Learn where the revenue type and cost types are used and how to set up the system defaults.
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Set up exchange rates
Customize currency settings with flexible exchange rate management, global and project-level customization, and manual input options for accurate financial tracking.
170
Set up expense types
Learn how to use pre-built expense types when entering expenses, and how to create new expense types.
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Understand financial access
System administrators control financial data access through customizable permissions, ensuring secure management, project-level oversight, and tailored sharing options for financial visibility.
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