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The project fiance view gives you real-time tracking and insights in the financial health of the project. Project Finance

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Key Features

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Financial Overview

  • Invoice Management: Efficiently manage invoices related to the project, with the ability to search for specific invoices by title.
  • Financial Metrics: Monitor profitability and budget utilization to ensure the project remains within financial limits.
  • Invoice Creation: Easily create new invoices directly from this view, streamlining the billing process.

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Invoice List

The Finance view includes a list that displays all invoices associated with the project, providing essential information at a glance:
  • Invoice Number: A unique identifier for each invoice, facilitating easy reference.
  • Title: The title of the invoice, providing context for the billed services or products.
  • Status: The current status of the invoice (e.g., Draft, Sent, Paid, Overdue), allowing users to track the billing process.
  • Amount: The total monetary value of the invoice, helping to assess financial commitments.
  • Date: The date when the invoice was issued, providing a timeline for financial transactions.
Additionally, the invoice list contains a + Create Invoice button that will prefill your workspace, customer, and project details. The project will be set to the one you selected in the project view. Learn more about creating invoices:

Creating Invoices

Discover how to create and manage invoices effectively.

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Benefits of Finance and Time Tracking

By utilizing the Finance and Time View, project managers can effectively monitor financial health, manage invoices, and ensure that their projects are financially viable and organized. Additionally, this feature aids in understanding time management practices, optimizing workflows, and ensuring that projects are completed within the expected timeframes.