This new feature adds a Financials view to your Project Portfolio so you see revenue, expenses, and margin across many projects in one place.
What's new?
Before, you had to open each project or run separate financial reports to figure out which projects were making or losing money, then move those numbers into a spreadsheet to compare margins. Now, Financials in Project Portfolio gives you a new tab that rolls up revenue, expenses, and margin across many projects at the same time, with filters and grouping options so you can sort by status, property owner, or other fields and quickly spot problem jobs and strong performers. Access depends on your accounting configuration and a financial dashboard permission that an administrator can turn on for the right people.
Resources
Before and After
Before (Current)
Go to each project and open its financials to see revenue and costs.
Run separate financial reports for projects you want to review.
Export data and build your own spreadsheet to group by status, manager, or property owner.
Scan through rows to find jobs with low margin or cost overruns.
Impact: Hard to see portfolio profit, decisions are slower, and more time is spent pushing numbers into spreadsheets.
Try the current workflow in your account.
After
Go to Project Portfolio and open the Financials tab.
Filter projects by status, manager, location, or other fields that matter to your business.
Review portfolio totals for revenue, expenses, and margin in one view.
Drill into any project that has low margin or higher than expected costs.
Impact: You see project profit across your portfolio in one screen, catch problem projects earlier, and spend less time building custom reports.
Test the changes in the NEXT environment.
Who uses this feature
Residential Construction, Commercial Construction
Administrators, Project Managers, Accountants, Bookkeepers
Region availability: All regions
How it works for your industry
Residential Construction
Track revenue, expenses, and margin across multiple neighborhood builds without leaving Project Portfolio.
Group homes by subdivision or builder to see which relationships drive the strongest profit.
Filter by status to compare open and closed projects and adjust pricing or labor plans for future work.
Commercial Construction
Review profit across all active builds for a general contractor and quickly flag projects that are slipping on margin.
Group projects by project manager to see who is running the strongest portfolio and where support is needed.
Filter by project stage to compare early-stage and late-stage jobs and plan cash flow and staffing.
How to Prepare?
Have an administrator reach out to Support or your Customer Success Manager to have the Journal Entry workflow configurations enabled.
Confirm which roles (such as administrators, managers, accountants, and bookkeepers) should have the financial dashboard permission turned on.
Identify who will own reviewing the Project Portfolio Financials tab and how often they will review it.
Train those team members on how to filter the portfolio, read revenue, expenses, and margin, and drill into problem projects.
Align your team on how to use this view in regular project or job review meetings to drive follow-up actions.