One of the key roles of the Finance Manger is to review and approve new projects.
Once a Project is created, an email notification is sent to the Finance Team to request a financial review. In order for users to be able to add financial and timekeeping information to the project, it must be reviewed and approved.
During this approval process, the Finance Manager will review relevant financial information such as:
- Payment terms
- Price list
- Profit Center
- Finance Document Workflows