Project Financial Management

Precursive Projects Financials & Budget Information

Considerations on Projects' Budget Method

In Precursive you can run Projects with different Budget Methods. Learn how differently these affect Project's Revenue and Cost.

Project Budgets

Project Budgets allow you to manage and track separate Budgets within a single Phase or across multiple Phases in a Project. In addition to one-off Budgets, automated creation of Budgets for recurring delivery periods and splitting Budgets per unit sold or scaling effort by quantity is supported.

Participant Rates & Costs

Make sure your Participants' Rates and Cost are set up correctly for every project.

Assign a Rate Card to a Project Phase

Rate cards can be assigned to a project/phase.

Rates & Costs in Hours or Days

Revenue and Cost can be presented in Hours or Days. There are fields available for Page Layouts and Reports that show various Project financial Metrics in Both Hours or Days.

Creating Rate Cards & Rate Card Roles

Standardize your costs and rates for particular types of projects or clients.

About Billing

Learn how you create project invoices with Precursive smoothly

Enabling Multicurrency

Learn how to enable Multicurrency for your organization

Budget Information: Setup and Configuration