Manage Financial Areas of a Project

Through the Project Configuration page, the user is capable adding an removing financial areas of a project from the financial worksheet.

To add or remove financial areas of a project from the financial worksheet

  1. Access the Project Configuration page. For more information on accessing the Project Configuration page, click here.
  2. On the Project Configuration page, scroll down to the Financial Worksheet Settings panel.

Financial Worksheet Settings

  1. Under Include Financial areas:, select the areas that are required to be reflected in the timesheet.

Note: Upon clearing the Expenditure check box a confirmation message will be displayed. If you agree on losing the data click Yes. Accordingly the Expenditures section indicating the manual reconciliation will be dimmed below.

Note: Upon clearing the Benefits check box a confirmation message will be displayed. If you agree on losing the data click Yes.

  1. Click Save. A success message is displayed at the upper right corner of the page indicating that the configuration has been saved successfully.