Overview

The Project Financial Management work area gives you the flexibility to define and manage your projects and their schedules, deliverables, team members, customers, status, dates, and finances associated with them.

The project plan enable project managers to effectively oversee their projects, assess progress against predetermined milestones and budgets, staff their projects with appropriate talent, and quickly generate a wide variety of reports.

You can:

  • Create project list and project sets

  • Manage labor resources for planning, controlling access to a project, and project plan assignment

  • Associate customers with projects

  • Define task dates

  • Classify projects using class categories and class codes