Financials module

About the Financials module

In most organizations, managing a portfolio of projects involves tracking tasks and monitoring the financials. It is also about monitoring the financials. Instead of using another tool for finance tracking, you can now use a dedicated BigPicture function: The Financials module.

The Financials module lets you track real-time actual costs (cost of past tasks) and estimated costs (cost of future tasks). The costs are calculated based on hourly rates assigned to a box or a team and estimated time and effort for tasks. You can also verify if those costs align with the planned budget.

The cost calculations can be done for a single initiative or a portfolio of initiatives, giving you real-time insight into the financial side of the portfolio.

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Videos

The following videos give a quick overview of setting up the Financials module when you use hourly estimates.

Initial setup of the Financials module

Get your tasks read for accurate financial calculations

Understanding the work cost breakdown