Cost Tracker - Tutorials (Portfolio Financials)

Cost Tracker

• Add a Contract to a Cost Item in Portfolio Financials
• Add a Cost Item to the Cost Tracker in Portfolio Financials
• Add a Section to the Cost Tracker in Portfolio Financials
• Add or Manage Holds in Portfolio Financials
• Add or Manage Bill of Quantities for a Cost Item in Portfolio Financials
• Apply a Template to the Cost Tracker in Portfolio Financials
• Change Columns on the Cost Tracker in Portfolio Financials
• Delete Cost Items from the Cost Tracker in Portfolio Financials
• Delete Sections from the Cost Tracker in Portfolio Financials
• Edit Cost Items on the Cost Tracker in Portfolio Financials
• Edit Sections on the Cost Tracker in Portfolio Financials
• Export the Cost Tracker in Portfolio Financials
• Rename a Cost Item on the Cost Tracker in Portfolio Financials
• View the Cost Tracker in Portfolio Financials

Cash Flow Forecasting

Note: The Cash Flow Forecasting feature is an add-on feature that is only available for Portfolio Financials accounts that also have Capital Planning.

• Create and Publish a Cash Flow Forecast in Portfolio Financials and Capital Planning
• Spread Cash Flow Forecasts in Portfolio Financials and Capital Planning
• View a Cash Flow Forecast in Portfolio Financials and Capital Planning

Budget

• Add a Budget to a Project in Portfolio Financials
• Add a Revision to a Budget in Portfolio Financials
• Add or Manage Bill of Quantities for a Budget in Portfolio Financials
• Break Down an Overall Project Budget in Portfolio Financials
• Export a Project Budget in Portfolio Financials
• View Published Budget History for a Project in Portfolio Financials
• View the Budget for a Project in Portfolio Financials