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The project numbers on the project's dashboard offer some numerical data based on the allocations and given budgets. Some data comes automatically from the system as you make resource allocations but some data can be managed manually. We will explain here the values and actions that can be managed manually.
There are two ways to add the income budget.
An income budget can be added to a project and it can be divided evenly to the project's months. This requires that the project schedule has been added to the basic info of the project. If you have a project schedule and a total income budget amount, you can add the income budget amount to the basic info (check the picture below). After adding the income budget, click the ellipsis icon (three spots) of the income budget on the project numbers. Choose "distribute to monthly income budget". Now you have added the income budget and divided it to the project months.
Another way to add the income budget is reverse to the one above. In this case you don't need to have a project schedule information in the basic info. You can add the monthly income to the income budget row on the project numbers. After you have added the monthly amounts, you can see the total amount on the right. If you wish, you can shift the information also to the income budget in the basic info. This is done through the ellipsis icon on the project numbers and choosing "sum to own income budget".
You can add an hour budget to the basic info of the project (check the picture below). Currently it is not possible to distribute it from there to the project numbers.
However, it is possible to add monthly hour budget on the project numbers. After adding the monthly hour budget values, the total hour budget is visible on the right. If you wish, you can shift the total hour budget to the basic information through the ellipsis icon (three spots) on the project numbers and by choosing "copy to project total hour budget". The total hour budget information is now found also from the basic info.
One can add and monitor the fixed expenses of the project. By clicking the action button on the project numbers, a popup will open where one can add, edit or delete fixed expenses.
Action button on the row opens payment positions modal, on the modal it's possible to create, edit or delete payment positions.
Invoiced row shows total amount of invoices made for each month. Action button on the row gives more detailed view of each invoice made, and allows editing and deleting of invoice rows. Deleting invoice row releases connected payments and they appear back on uninvoiced row.
Uninvoiced action button opens modal for invoice creation. Modal automaticly creates row for uninvoiced payment positions and actuals for choosen time range if there are any. Adding additional rows is also possible.
Creating invoices is also possible by directly clicking at uninvoiced amount on the row. There it's possible to make invoice rows for all uninvoiced payment positions and actuals for clicked month or if clicked on total value, rows are created from current date till start of project.