Financials

You are here: InLoox Support Knowledge Base Online Help InLoox Web App 11.0 All Topics | InLoox Web App Financials

Since InLoox version 11.3, project budgets in InLoox Web App are called Financials. The project financials are used to record the planned expenses and revenues, as well as the actual expenses and revenues.

PLEASE NOTE Since version 11.12, the standard dashboard Budget Overview is available in the InLoox dashboards. Existing customers can download this dashboard as a template here and import it into InLoox Web App.

Finanzen im Projekt

Topics

Financials - project expenses and benefits at a glance
Fundamental data for financial plans
Create planned expenses in the project
Create planned benefits in the project
Create tracked expenses in the project
Create tracked benefits in the project
Financials in list view
Documents in Financials
Templates for budgets and budget line items in project financials
Edit, assign, approve, and delete financial plans
Export financial plans to Excel
Show project financials data in the project list

  More Like This