Financial Administration

Project Details Upload
The Project Details upload allows you to bulk create projects and programs or bulk edit the meta-data of existing projects and programs using an excel uploa...
Thu, 30 Dec, 2021 at 6:25 PM
Resource Plan Bulk Upload
User roles: ✔ Financial Administrator  ✔ User Administrator  ✔ Data Administrator ✔ Application Administrator  The Resource Plan Upload allows you to b...
Tue, 7 Dec, 2021 at 7:20 PM
Currency & Rates Management
You can configure multiple currencies and exchange rates in Fluid. Currencies and rates can be managed and updated in one of two ways - both available f...
Mon, 13 Dec, 2021 at 9:53 AM
Rate Card Management
User roles: ✔ Financial Administrator Rate cards are applied to project resources in order to establish their forecast and cost to the projects they ar...
Thu, 16 Jun, 2022 at 5:05 PM
Expense Type Management
User roles: ✔ Financial Access   ✔ Financial Administrator Expense Types, and the Expense Categories they are grouped into, are completely customisable...
Thu, 30 Dec, 2021 at 7:45 PM
Non Resource Actuals and Forecast
The Non Resource Actuals and Forecast upload functionality allows financial adminstrators to upload project non resource forecast and actuals.  The uplo...
Mon, 3 Aug, 2020 at 3:51 PM
Project Funding Upload / Download
You can access the Project Funding bulk edit functionality by navigating to the Financial Administration page from the dropdown menu.  The function...
Wed, 8 Dec, 2021 at 8:26 AM