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The Finance → Overview tab on a project is the same six cards as workspace Finance Overview, scoped to this project: what it has earned (recognized) and what it has billed (invoiced), plus cost and profit. Project Finance Available to admins and finance users.

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Summary cards

WIP and Deferred are two sides of the same gap: a project shows one or the other in any period, never both. Each project earns recognized revenue by one method (Time %, Worked, Worked - adjustment, or Manual). Set the method under Finance → Settings. A finance user can override any month’s amount.

Revenue recognition

Methods, monthly overrides, and how recognized feeds profit and WIP.

Finance overview

The same six cards rolled up across the workspace.

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Profitability

The Profitability card shows the project’s earnings-to-cost ratio. Hover to expand the breakdown:
  • Earnings (recognized revenue)
  • Costs (labour and expenses)
  • Profit (earnings − cost)

Profitability

How cost is built, planned comparison, filters, and the cost breakdown.

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Budget usage

The Budget usage card shows two bars against the project’s revenue budget, one for recognized and one for billed:
A bar turns red when it passes 100%. When there is a gap, the current WIP or Deferred amount is shown below the bars.

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Financial chart

The chart plots the project over time, with a horizontal line at the total budget.
  • Earnings (green) — cumulative recognized revenue
  • Costs (red) — cumulative cost of delivery
  • Profit (blue) — earnings minus cost
Toggle between:
  • Actual — recognized revenue, logged cost, and invoices
  • Planned — expected performance from scheduled resource allocations

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Monthly breakdown

The table below the chart shows one column per month with a running total, so you can see how each method and the invoicing line contribute period by period. Hover the info icon on any row label for its definition. The rows shown depend on the project’s recognition method. Recognized for each month is the manual amount when entered, otherwise the project’s chosen method. The Unbilled / deferred row totals to the same figure as the WIP or Deferred card.
An empty Manual cell (—) falls back to the computed method. Entering 0 recognizes zero revenue for that month — a real override, not a blank.

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Invoicing

The Invoicing tab lists every invoice on the project with its number, title, status (Draft, Sent, Paid, Overdue), amount, and date. + Create Invoice prefills the workspace, customer, and current project.

Creating invoices

Create and manage invoices for the project.