Financial Management

Budgets

• Overview of Budget Types
• Overview of Time and Material Budget Type
• Time & Material Financials Calculations
• Using Fixed Price as Budget Type
• Overview of Retainer Budget Type
• Understanding Retainer Tracking

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Project Financials

• Reviewing your Project Financials
• Managing rate cards in projects
• Viewing a project's Financials Breakdown
• Configuring project Financials values
• Understanding Internal Hourly Cost

Revenue Recognition

• Understanding and using Revenue Recognition
• Revenue Recognition for Fixed Price Projects and Retainers
• Manual revenue recognition

Baseline

• Setting and reviewing project Baseline

Expenses

• Overview of Expenses
• Understanding Expense Items
• Using Finance > Expenses
• Submitting Expenses

Invoicing

• Creating invoices for your customers
• Invoicing Retainer Periods

Artificial Intelligence (AI) Features

• Nova Insights: Budget