Financials

In the financial settings, you can turn on the Financials module in the portfolio or project. You can also change the cost period settings at the project level.

You can turn on the Financials module for all projects in a portfolio or only for a specific project.

  1. In the portfolio settings, open the financial settings.
  2. On the General tab, click the Enable Budget & Cost Management toggle to turn it on.
  1. In the project settings, open the financial settings.
  2. If the settings are locked on the General tab, click lock (Locked) on the navigation toolbar.
  3. Click the Enable Budget & Cost Management toggle to turn it on.

When a change order is created, the current cost period can be selected automatically.

  1. Open the financial settings.
  2. On the General tab, click the Default to Current Cost Period toggle to turn it on.