Finance

Use this section to add the costs and revenues related to the task and analyze it. To do that, the following sections are available:

Through this section, it is possible to manage the estimated costs for the nonproject task:

To add planned costs, click on the Add option and fill out the following fields on the screen that will open:

General data
Title	Enter a name for the cost.
Doc. #	Enter the document number which the cost is related to. For example, the number of an invoice.
Cost type	Select the type to classify the cost being added.
Team	Select the team that will be responsible for managing the cost being added. Note that the selected team will be added to the Stakeholder section, as its members will manage the cost in question.
Supply	Select the supply involved with the cost being added. In order for this resource to function correctly, it is necessary for SE Supply to be part of the solutions acquired by your organization.
Program/Project/Task	This field is filled out by the system with the data of the task the cost is being added to.
Fixed due date	If this option is not enabled, the cost will follow the task execution flow, that is, its date may change according to the task execution period. Enable this option to indicate that the cost will have a specific date, regardless of whether it is during the task execution period or not. Thus, the cost due date will not be edited.

Planned
Due date	Select the date in which the cost must take place. To do that, type the desired date in the "dd/mm/yyyy" format or click on the field and select the date.
Quantity	Enter the quantity of the item related to the cost.
Unit value	Enter the unit value of the item related to the cost.
Total value	This field will only be enabled if a quantity and a unit value have not been previously entered. In this case, enter the total value of the cost being added. If the quantity and unit value are entered, this field is filled out by the system with the total cost value (quantity * unit value).

Attribute

This section will only be displayed if in the Attribute tab on the cost type data screen, an attribute is associated. In that case, enter the values of the attributes that complement the cost. Those attributes that are required must, necessarily, have their values filled out. The way to enter an attribute varies according to the configurations established when creating it.

Description

Enter relevant information about the cost.

▪After filling in all the necessary fields, save the record. Repeat the procedure described before to add all the costs planned for the task in question.

▪It is also possible to add costs to the task through the Execution Financial entry menu.

The added costs will be displayed as a card in the main area of this section, displaying their main information, such as due date, deadline, type, name and payment method. Use the other options displayed on the main area to delete the selected cost and order the costs by their date, type, name or value.

During the task tracking and execution, it will also be possible to terminate the task costs that have already been paid. To do that, simply enable the "Paid" option of the desired cost. This operation may also be performed through the Cost payments task.

By clicking on a cost card, a panel with its details will be displayed. Use the following icons to easily access specific cost information:

	Click on it to access the general cost data, where it will be possible to edit the following information: title, doc. #, cost type, team, supply and due date.
	Click on this button to access the planned cost data, where it will be possible to edit the following information: due date, quantity and unit value.
	Click on this button to access the cost attributes. This option will only be available if attributes are associated in the Attribute tab on the cost type data screen.
	Click on this button to access the cost attachments. Refer to the Adding attachments section for further details on how to add attachments.
	Click on this button to access the cost description.

After clicking on the option in the upper right corner of the cost details panel, the following options will be displayed:

Recurrence: Select this option to configure the frequency with which the cost occurs in the task. To do that, on the screen that will open, select the option that corresponds to the frequency of the cost occurrence and the number of occurrences. Note that, by configuring a recurrence to the cost, the system will enable the "Fixed due date" option.

Installment: Select this option to divide the cost in installments. On the screen that will open, it is possible to edit the total cost value, enter the number of installment in which the total value will be divided and the frequency of the installment payments. On the lower part of the screen, the cost installments will be described according to the previously performed configurations. Next to each installment, there are two options: one that allows checking it as paid and another that allows deleting it. Note that, by configuring an installment to the cost, the system will enable the "Fixed due date" option.

Through this section, it is possible to manage the estimated revenues for the nonproject task:

To add planned revenues, click on the Add option and fill out the following fields on the screen that will open:

General data
Title	Enter a name for the revenue.
Doc. #	Enter the document number which the revenue is related to. For example, the number of a sales order.
Revenue type	Select the type that will classify the revenue that is being added.
Team	Select the team that will be responsible for managing the revenue being added. Note that the selected team will be added to the Stakeholder section, as its members will manage the revenue in question.
Program/Project/Task	This field is filled out by the system with the data of the task the revenue is being added to.
Fixed due date	If this option is not enabled, the revenue will follow the task execution flow, that is, its date may change according to the task execution period. Enable this option to indicate that the revenue will happen in a specific day, regardless of whether it is within the task execution period or not. Thus, the revenue due date will not be edited.

Planned
Due date	Select the date in which the revenue must take place. To do that, type the desired date in the "dd/mm/yyyy" format or click on the field and select the date.
Quantity	Enter the quantity of the item related to the revenue.
Unit value	Enter the unit value of the item related to the revenue.
Total value	This field will only be enabled if a quantity and a unit value have not been previously entered. In this case, enter the total value of the revenue being added. If the quantity and unit value are entered, this field is filled out by the system with the total cost value (quantity * unit value).

Attribute

This section will only be displayed if in the Attribute tab on the revenue type data screen, an attribute is associated. In that case, enter the values of the attributes that complement the revenue. Those attributes that are required must, necessarily, have their values filled out. The way to enter an attribute varies according to the configurations established when creating it.

Description

Enter relevant information about the revenue.

▪After filling in all the necessary fields, save the record. Repeat the procedure described before to add all the planned revenues for the task in question.

▪It is also possible to add revenues to the task through the Execution Financial entry menu.

The added revenues will be displayed as a card in the main area of this section, displaying their main information, such as due date, deadline, type, name and payment method. Use the other options displayed on the main area to delete the selected revenue and order the revenues by their date, type, name or value.

During the task tracking and execution, it will also be possible to terminate the task revenues that have already been received. To do that, simply enable the "Received" option of the desired revenue. Such operation can also be performed through the Revenue collections task.

By clicking on a revenue card, a panel with its details will be displayed. Use the following icons to easily access specific revenue information:

	Click on it to access the general revenue data, where it will be possible to edit the following information: title, doc. #, revenue type, team, supply and due date.
	Click on this button to access the planned revenue data, where it will be possible to edit the following information: due date, quantity and unit value.
	Click on this button to access the revenue attributes. This option will only be available if attributes are associated in the Attribute tab on the revenue type data screen.
	Click on this button to access the revenue attachments. Refer to the Adding attachments section for further details on how to add attachments.
	Click on this button to access the revenue description.

After clicking on the option in the upper right corner of the revenue details panel, the following options will be displayed:

Recurrence: Select this option to configure the frequency with which the revenue occurs in the task. To do that, on the screen that will open, select the option that corresponds to the frequency of the revenue occurrence and the number of occurrences. Note that, by configuring a recurrence to the revenue, the system will enable the "Fixed due date" option.

Installment: Select this option to divide the revenue in installments. On the screen that will open, it is possible to edit the total revenue value, enter the number of installment in which the total value will be divided and the frequency of the installment receiving. On the lower part of the screen, the revenue installments will be described according to the previously performed configurations. Next to each installment, there are two options: one that allows checking it as paid and another that allows deleting it. Note that, by configuring a recurrence to the revenue, the system will enable the "Fixed due date" option.