---
title: "Financials tab missing from a project"
slug: "how-to-enable-the-financials-tab-on-projects"
updated: 2026-10-15T00:54:07Z
published: 2026-10-15T00:54:07Z
canonical: "help.servicetitan.com/how-to-enable-the-financials-tab-on-projects"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Financials tab missing from a project

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/anvil-wrench.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A18Z&se=2026-10-31T02%3A43%3A18Z&sr=c&sp=r&sig=LiKjXCY7SqCajfHGvlf5qlo%2FgWUSqVHzHaJLhMHaWR0%3D) Troubleshooting **Role:** Administrator · Operations Manager · Accountant · Bookkeeper**Area:** Projects, Job Costing · All versions

**Before you start**

You need permission to edit employee records and permissions in ServiceTitan (the **Edit employee records** permission, **EditEmployee**). If you don't have it, contact your admin.

## **What you're seeing**

You open a project and expect to see a **Financials** tab or shortcut, but it isn't there. Other tabs on the project load normally — only the Financials tab is missing. In some cases the Financials shortcut disappears right after a ServiceTitan upgrade, and you can't see the job costing section or run progressive billing. This usually affects a specific employee or role rather than every user in the office.

## **Why this happens**

There is 1 common reason.

**Reason 1**

**An employee permission controls project financial visibility.** Project financial visibility is controlled by an employee permission. If the permission that shows project financials is turned off for an employee, ServiceTitan hides the Financials tab for that user. In some cases the tab disappears after an upgrade because the employee's permission setting changed.

## **How to fix it**

Run these checks in order. Most issues are resolved by Check 1.

### **1****Turn on the permission that shows project financials**

1. Open the project you want to view.
2. Check whether the **Financials** tab is visible. If it isn't, continue to the next step.
3. Go to **Settings > Employees**, find the employee, then click **Edit > Permissions**.
4. Search for the **Show financials** permission and make sure it is checked.
5. Click **Save**.
6. Go back to the project and check whether the **Financials** tab is now visible. You may need to refresh the page to see it.

> [!NOTE]
> **✓ Done ·** The Financials tab now appears on the project for that employee.

### **2****If the tab went missing after an upgrade, check the same permission**

Use this if the Financials shortcut disappeared right after an upgrade and job costing and progressive billing are also blocked.

> [!NOTE]
> **Note:** Some customers describe this permission as a **Hide Financials** setting, especially after an upgrade removed the Financials shortcut and blocked job costing and progressive billing.

1. Open the project you want to view.
2. Check whether the **Financials** tab is visible. If it isn't, continue to the next step.
3. Go to **Settings > Employees**, find the employee, then click **Edit > Permissions**.
4. Search for the **Hide Financials** permission and make sure it is unchecked.
5. Click **Save**.
6. Go back to the project and check whether the **Financials** tab is now visible. You may need to refresh the page to see it.

> [!NOTE]
> **✓ Done ·** The Financials tab and shortcut reappear, and you can access job costing and progressive billing again.

## **Still not working?**

Contact ServiceTitan Technical Support at [**go.servicetitan.com/ask**](https://go.servicetitan.com/ask) with:

- The employee name and the project where the tab is missing
- A screenshot of the employee's Permissions page showing the project-financials setting(s)
- Whether the tab went missing right after an upgrade
- Whether the tab is missing for one employee or several
- Which checks from this article you already tried

## **Want to learn more?**

[**Understand project records ›**](https://help.servicetitan.com/construction/docs/understand-project-records) How project records are structured, including where the Financials tab lives.

[**Set permissions for an individual employee or technician ›**](https://help.servicetitan.com/construction/docs/set-permissions-for-an-individual-employee-or-technician-1) How to adjust permissions for a single employee, as used in the checks above.

[**Set permissions for an employee or technician role ›**](https://help.servicetitan.com/construction/docs/set-permissions-for-an-employee-or-technician-role) How to adjust permissions at the role level when the issue affects several employees.