Configure financials for Project Workspace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Customize financials view, planning attributes, and activate scheduled jobs to work on the financial planning for your projects.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Configure the attributes to generate labor costs in financials based on the resource assignments on the work items.
      For more information, see Using the Planning attributes and Create or edit planning attributes.
    2. Generate default mapping configurations to create table maps.
      For more information, see Generate default mapping configurations.
    3. Enable the budget allocation for projects.
      For more information, see Enable financial budget allocation for projects in Project Workspace.
    4. Define the budget allocation attribute to allocate budget by cost type or expense type.
      For more information, see Configure budget attribute at instance-level to allocate budget.
    5. Enable the expense type attribute for resource assignments to capture relevant expenses for the work.
      For more information, see Enable expense type on resource assignments.
    6. Create new widgets to view the rolled up financial data at planning item level.
      For more information, see Configure a widget and associate it with project.
    7. Opcional: Customize the left pane in the financials screen to match the requirements of your organization.
      For more information, see Customize the left pane view for financials.
    8. Customize the Create cost plan form fields to match the requirements of your organization.
      For more information, see Customise cost plan form.
    9. Customize the default expense types to manage cost plans for your projects and demands.
      For more information, see Change the default expense type for projects.
    10. Activate and define scheduled job to create financial baselines for your planning items.
      For more information, see Activate a scheduled job to create financial baselines for your projects.
    11. Activate and define a scheduled job to generate labor costs for your projects based on the attribute-based resource assignments.
      For more information, see Activate a scheduled job to generate labor costs for your projects.