The financial overview of a project
You can call up a financial overview from the project overview. You do this through the '€' tab on the right of the overview.
In the financial overview, the columns let you determine which statistics you want to see here.
You choose the columns that are visible in the financial overview yourself in Settings > Projects > Overview > Financial overview.
Columns | Explanation |
|---|---|
Estimated costs | The total cost price of quotations + change orders that are active on the project |
Estimated yield | The total selling price of quotations + change orders that are active on the project |
Effective costs | The total cost price of work orders + incoming invoices + internal supply orders linked to the project |
Invoices | The total selling price of all invoices linked to the project |
Budgeted margin | (Estimated yield - estimated costs) / estimated yield |
Realized margin | Invoices - effective costs |
Realized margin % | (Invoices - effective costs) / invoices |
Remaining costs | Effective costs - estimated costs |
Percentage of completion | If the estimated cost equals 0, you get 0%. Otherwise the following calculation is used: (effective costs / estimated costs) * 100 |
Under(-)/over(+) invoiced | Effective income - (est. income * effective cost / est. cost). The calculation between brackets is rounded to 6 digits after the decimal point |
Forecast | Forecast Δ + estimated costs |
Forecast margin | Margin based on the forecast against the estimated yield |
Forecast Δ | Sum of all forecast changes on the project |
Forecast result | Budgeted income - forecast Δ |
Indirect costs budgeted | The indirect costs taken from the indirect cost margin + lines with cost type 'indirect costs' on the quotation |
Indirect costs realised | The indirect costs calculated on the basis of the indirect cost margin through the pencil on the project |
Indirect costs forecast | The indirect costs calculated on the basis of the indirect cost margin through the pencil on the project |
The 'realized margin %' column follows 3 colours:
- Green: realized margin > budgeted margin
- Orange: 0 < realized margin > budgeted margin
- Red: realized margin is equal to or smaller than 0
Updated on: 04/09/2026
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