Project Accounting Zone Overview
The Project Accounting zone provides a financial status overview for all projects that you are currently associated with.
You can filter the results by finance company, finance department, project partner/owner, and project contacts. A graph provides a financial summary for all selected projects over time.
For each project, a traffic light status is provided for the following financial areas:
Status | Description |
---|---|
Resourcing | Indicates the status of a project's resource plan. Click this status to view the project's resource planner. |
Invoice | Indicates the status of a project's overdue invoices. Click this status to access the Sales Documents tab of the project. |
Fee | Indicates the status of a project's fees on its workstages. Click this status view and edit the project's finance settings. |
Forecast | Indicates the status of a project's invoice forecast with respect to remaining fees. Click this status to view the project's forecast grid. |
Budget | Indicates the status of a project's budget. Click this status to view and edit the project's finance settings. |
Profit | Indicates the status of a project's profit versus fee percentage. Click this status to access the Accounting tab of the project, where you can view and edit various account settings. |
Parent Topic: Main Areas of PIM