How to Use Financials
Track planned budget and actual spend at the task level — Location by Location — so you can identify over- or under-spend without maintaining a separate spreadsheet.
Plan availability: Financials is available on the Sprint Plan only. Contact your Pacer administrator to confirm your organization's plan.
Overview
Financials uses a permission split to keep budget data controlled while allowing 'task doers' to record what they actually spent. The table below summarizes who can do what.
| Action | Who can do it | Where |
|---|---|---|
| Enter or edit budget values | Users with the budget-editing permission enabled in their user profile | Edit Financials (location Dashboard) |
| Enter actual spend | Task doers | Task detail drawer |
| View budget (read-only reference) | Task doers | Task detail drawer |
| Review variance (auto-calculated) | All project members | Edit Financials (location Dashboard) |
How To
A project is published to multiple locations, each location has their own budget. After the project is published to the location, follow the steps below.
- Navigate to the location's dashboard
- scroll down and in the bottom left corner, you will see Financials
- Click the button Edit Financials
- Here a spreadsheet will open and cell's can be manipulated depending on your access rights
- There is the ability to turn on/off VAT. This toggle is in the top right corner. When on, you can set the VAT % amount. Three new columns will appear to show Actual, Budget, and Difference with VAT
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