How is the Data Recorded in the Payments and Expenses Widgets


There are Payments and Expenses widgets on the Project Main Page. These amounts can be recorded in several ways.

1. Specifying the budget and the limit during the project creation

If the budget and the limit of the project are predetermined, the amounts can be specified when creating it. If the project has already been created, the amounts can be specified through editing the project.

Going to the Project Main Settings

Graphs for specifying the budget and the limit

Depending on the specified amounts, the percentage of payments will be calculated.

2. Recording on the basis of planned payments and expenses

If the planned revenue and the project limit are not known in advance and therefore are not specified when creating the project, then they will be equal to the amounts of the planned payments and expenses.

Planned Payments

Planned Expenses

Based on these planned amounts, the percentage of payments will be calculated.

If you only use invoices when managing the project, then the project budget will be recorded on the basis of the amount of issued invoices. Depending on the invoice payments received, the percentage of payments will be calculated.