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...
Fri, 27 Mar, 2020 at 12:44 PM
Resource Plan Bulk Upload
User roles: ✔ Financial Administrator  ✔ User Administrator  ✔ Data Administrator ✔ Application Administrator  The Resource Plan Upload allows you to b...
Thu, 18 Feb, 2021 at 12:26 PM
Currency & Rates Management
You can configure multiple currencies and rates of exchange in Fluid. Currencies and rates can be managed and updated in one of two ways - both avail...
Mon, 25 Nov, 2019 at 5:54 PM
Rate Card Management
User roles: ✔ Financial Administrator Rate cards are applied to project resources in order to establish their forecast and billing rates on the project...
Thu, 11 Feb, 2021 at 6:41 PM
Expense Type Management
User roles: ✔ Financial Access   ✔ Financial Administrator Expense Types, and the Expense Categories they are grouped into, are completely customisable...
Tue, 13 Oct, 2020 at 8:03 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 4:51 PM