Financial Summary of All Your Projects. 


Note:  Financial Summary reflects what is shown on your "PROJECT STATUS" on your

          "Quotes" page.  Also, note that project on the financial summary page will be left

           blank until a quote is issued. 


1. Project Name  - if you click on project name it will take you to the project list page.

2. Total Project - COST, PROFIT & Revenue.

3. Start date as shown on the "Project Status" on the quotes page. 

4. Summary of projects "ISSUED, UNSUCCESSFUL OR APPROVED"  with the total at

    the top. 

5. Sort by  & Date Range - Then click "Filter".  

6. Export to Excel - This is in colour and will include the cash flow report. 

7. CASH FLOW FORECAST -  Scroll to the right.