Viewing Finances for an Activity

Your system may also be configured to allow you to track financial information at the level of the activity. The financial data for each activity is rolled up to display project level financial information.

  1. Select a project and navigate to (Project #) Go To > Roadmap page.
  2. Select > View Details and select the Finances tab to view the financial information.

You can track the finances for the activity at the Resource or the Task level. The activity can be configured to display the currency amounts (E.g. for Material Costs) or number of hours (E.g. for Labor Costs). You can also view the overtime cost associated with project resources and also the set up cost associated with a project or activity.

Related Topics

Working with Project Activities

Adding a New Activity or Task

Assigning Resources to an Activity or Task

Adding a Document to a Roadmap or Task

Working with Project Dependencies

Working with Project Status Indicators

Working with Resource Effort Distribution

Working with Efforts and Dates

About Effort Types

Modifying an Activity or Task

Activity Approvals

Completing an Activity



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Last Published Tuesday, June 9, 2020