Скачать или смотреть Tutorial - Project Management: Project Financials

Mastering Project Financials | Rapid Platform Tutorial

In this video, learn how to manage project financials with ease using the Financials tab within Rapid Platform's Projects module. The Financials tab provides a streamlined way to access and update all budgets, quotes, and invoices associated with a project.

We’ll guide you step by step on how to:

Navigate to the Financials tab and manage your project's budget.
Track estimated vs. actual spend by updating budget items in real-time.
Create new project quotes and invoices with detailed line items.
Discover how to handle all your project financials, from setting accurate budgets to generating quotes and invoices, ensuring you stay on top of your project’s financial health.

For more detailed instructions on managing quotes and invoices, check out our dedicated finance tutorials!

Watch now to become a pro at handling project financials with Rapid Platform.

For more information, visit https://www.rapidplatform.com.