Skip to main content

Project Financials Tab

The Project Financials tab is a helpful place to access all budgets, quotes, and invoices associated with the project.

Budgets are found under the scoping tab and under the financials tab. Both locations show the same items but are accessible in two locations depending if the user is Scoping the project or trying to access the Financials.

Creating an Invoice or Quote in the Context of a Project​

  1. Navigate to Projects > Projects

Side bar navigate to projects

  1. Open the Project you wish to create child tasks in. (Find the project by scrolling through the list or using the search bar)

Open a project

  1. Click Financials > Invoices or Quotes

Navigate to the invoices or quotes tab

  1. Press New Invoice or New Quote

Create new invoice or quote item

  1. Enter the relevant Details and press Create and Open

Fill out the create item form

  1. Select New Invoice Line or New Quote Line and enter the relevant details
    • Repeat this step until all relevant Quote / Invoice Lines are created

Create a new invoice or quote line

  1. Navigate back to the Project by pressing the Project Title in the breadcrumbs

Navigate back to the parent project

Further Reading