# Project Finance The Finance page is the full financial view for a project — combining the estimate baseline, live budget performance, and working margin in one place. Access it via **Finance** in the project's left navigation. > [!note] > The Finance page only appears after a budget has been generated. Until then, use the Live Margins sidebar panel for estimate-level financial visibility. Where the Live Margins sidebar panel shows a single context at a time (estimate or budget), the Finance page shows all three panels together with a unified breakdown table beneath them. --- ## The Three Panels ### Estimate Totals The approved baseline — what was sold and what was authorized to spend. - **External** — total approved revenue - **Internal** — total approved job expenses - **Margin** — planned profit, in dollars and as a percentage ### Budget Totals What's actually happening with money on the job. - **Internal** — approved internal total (same as Estimate Totals Internal; the baseline for variance) - **Projected Job Expenses** — expenses in Draft status - **Committed Job Expenses** — expenses in Confirmed, Posted, Requested, or Rejected status - **Incurred Job Expenses** — expenses in Approved, Payment Scheduled, or Paid status - **Working Total** — Projected + Committed + Incurred - **Job Expense Variance** — difference between approved Internal and Working Total ### Summary How the budget affects profitability. - **Working Margin** — current projected profit: External Total minus Working Total --- ## The Breakdown Table Below the panels, switch between **Categories**, **Departments**, and **Items** tabs to see the full financial picture broken down at each level. The table shows all columns simultaneously: | Column | What it shows | |---|---| | **External** | Approved estimate revenue for this group | | **Internal Total** | Approved estimate cost for this group | | **Margin** | Estimate-level profit for this group | | **Working Total** | Current budget spend for this group | | **Job Expense Variance** | Difference between Internal Total and Working Total | This combined view is where you can see, at a glance, which departments or categories are running close to or over their approved internal budgets — and how that translates to overall project margin. The **Totals** section at the bottom of the table rolls up all groups and shows the project-wide figures including discount, discounted subtotal, markup fees, and grand total across all columns. --- ## Live Margins vs. Finance Page The **Live Margins sidebar** is designed for quick, contextual monitoring while you're working in the estimate or budget. It shows one panel at a time and updates as you make changes. The **Finance page** is for review — the complete picture in one view, with all columns visible simultaneously. Use it when you need to understand the full financial state of a project, present numbers to a stakeholder, or diagnose where variance is coming from.