Learn how to update core project details and configure specific approval chains for Purchase Orders, ETCs, and Overages to ensure financial control.

A complete guide to establishing your project’s financial baseline, including how to manually add budget lines, import a budget from a CSV file, and use inline editing for quick updates.

A comprehensive guide to interpreting the project Cost Report, understanding key financial columns (Actuals, Commits, EFC), creating saved versions for variance tracking, and exporting the final report.

Learn how to onboard your production team by adding crew members to a project, assigning specific roles like Line Producer or Accountant, and managing their access and contract details.

Learn how to manage project forecasting by creating and approving Estimates to Complete (ETC), and understand how these figures update the Estimated Final Cost (EFC) in your reports.

Learn how to seamlessly transition from forecasting to commitment by converting an approved ETC into a Purchase Order, ensuring your Cost Report automatically updates without double-counting costs.