Financial Reporting

Project Reports

Assemble project-report packs for financing and planning.

Flowchart

flowchart TD
  A[Open Project Reports] --> B[Select project pack]
  B --> C[Fill project schedules]
  C --> D[Review narrative & numbers]
  D --> E[Export project report]

Flowchart: Project Reports workflow flowchart for Financial Reporting. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Open Project Reports from Report Packs in the sidebar.
Select or create the project-report pack for the engagement.
Complete the schedules and supporting figures the pack requires.
Review narrative and numbers together before release.
Export the project report when stakeholders need it.

Flowchart

Steps

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