Financials

[HowTo] Create a Financial
For each Workstream, users have the ability to create Financial Targets. Financial targets are goals to capture workstream value, either as a benefit or an ...
Wed, Nov 30, 2022 at 10:07 AM
[HowTo] Edit a Financial
To edit a Financial Target Navigate to the Targets menu.   Under the Target Name column, select a Target.  Select the Financials tab.  Tip:  If the F...
Wed, Nov 30, 2022 at 10:42 AM
[HowTo] Export a Financial
To export financials from Targets: Navigate to the Targets menu.   Under the Target Name column, select a Target.  Select the Financials tab.  ...
Mon, Dec 5, 2022 at 12:59 PM
Where Do I Change Currencies?
Enabling currencies can be done at the Application level (for all Deals) and/or in the Settings of a Deal.  Application Level From the main Menu Bar, cli...
Sun, Jan 22, 2023 at 11:30 PM
How Do I Import Financials?
Importing financials allows users an efficient way to return the exported data to the Devensoft platform.  In this scenario, the user has exported the finan...
Mon, Dec 5, 2022 at 12:59 PM