Finance
Track company-wide financial performance with income and cost forecasting.
What is the Finance Module?
The Finance module measures overall company financial health, separate from individual project budgets:
- Financial Plans - Annual company-wide financial forecasts
- Planned Income - Revenue projections by project
- Planned Costs - Expense budgets by category
- Actual Income - Real revenue tracking
- Actual Costs - Real expense tracking
- Bulk Delete — Select multiple financial plans or entries in the dashboard to remove them at once (requires write permission)
Finance vs Project Budgets
| Finance Module | Project Budgets |
|---|---|
| Company-wide profitability | Single project costs |
| Annual or multi-year | Project-specific timeline |
| Income & expenses | Usually just expenses |
| Executive-level | Project manager-level |
Example:
- Finance: Company forecasted $5M income for 2024
- Project Budget: Project Alpha spent $2M on construction
Getting Started
- Financial Plans - Create annual forecasts
- Planned vs Actual - Track performance
- Managing Income & Costs - Record financial data
Next Steps:
- Financial Plans - Create your first plan
- Finance Dashboard - View the dashboard