The job of this console
Open a project, see contracted vs billed vs cost, jump to the register that is wrong.
Finance · Delivery $
Project Financials
Cost, billed, and margin on live projects and their POs — not a second project list.
Scroll to Flowcharts. Scenario: Inspect a project’s billed vs contracted.
Delivery money
What this project billed against its contract
Project financials compares PO, invoices, and delivery cost on a live Project. It is not a new contract.
Finance → Project financials
Route
/finance/project-financials
Org flag projectFinancialsEnabled
Finance Manager · Executive · Admin
Seat at the table
Finance, executives, admins. PMs may see scoped projects.
The working rhythm
Pick project, compare, drill PO or invoice, return.
Moments that bring you here
Unbilled WIP. Overrun. Customer query. After timesheet lock.
ⓘ
Lens on the chain
PurchaseOrder remains the contract. Invoices remain bills. Project remains delivery.
Flowcharts
1 — Contract vs billed
Open a project, compare PO, invoices, delivery.
flowchart TD
A[Open Project financials] --> B[Select project]
B --> C[PO vs billed vs cost]
C --> D{Gap?}
D -->|Billing| E[Invoices]
D -->|Contract| F[Purchase order]
D -->|Delivery| G[Project / timesheet]
- 1OpenFinance → Project financials.
- 2SelectExisting Project.
- 3ComparePO, invoices, cost.
- 4Fix sourceDo not journal here.
Overview
Project financials is a money lens on Project, PurchaseOrder, invoices, and time. Revenue recognition posts on its own console.
How to use
1. Chain
PO → Project still matters.
2. Hours
Timesheet is effort source.
3. Masking
Margin may hide from some personas.