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  2. Financials

Financials

Use project budgets, OU thresholds, and financial enforcements to analyze and control spending.

Billing Rules

  • Billing Rules

Financial Management

  • Getting Started with Financial Management
  • Financial Management Methods
  • OU Financial Details
  • Project Financial Details
  • Migrating from Spend Plans to Budgets

Project Budgets

  • What is a Project Budget?
  • Creating a Project Budget
  • Managing Project Budgets

OU Financial Thresholds

  • What is an OU Financial Threshold?
  • Creating OU Financial Thresholds
  • Managing OU Financial Thresholds

Funding Sources

  • What is a Funding Source?
  • Add a Funding Source
  • Managing User Permissions on a Funding Source
  • Managing Funding Sources
  • Clone a Funding Source
  • Funding Source Details
See all 7 articles

Financial Enforcement Actions

  • What is a Financial Enforcement Action?
  • Project Financial Enforcements
  • OU Financial Enforcements
  • Funding Source Financial Enforcements

Savings Opportunities

  • What is a Savings Opportunity?
  • Savings Opportunities Overview
  • Decommissioning Opportunities
  • Rightsizing Opportunities

Project Spend Plans

  • What is a Project Spend Plan?
  • Managing Project Spend Plans
  • Add a Spend Plan to an Existing Project
  • Displaying Previous Financials on an Imported Account

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