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
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.