Entering financial data
Prerequisites
- Access to the Execution > Financial entry (PR064) menu.
- Previously created program, project, or project task.
- Financial type previously created in SoftExpert Administration.
Introduction
The Financial entry (PR064) menu allows responsible parties to manage the costs and revenues associated with nonproject tasks, project tasks, programs, and projects.
This feature comprises planned, rescheduled, and actual values, providing a complete view of the items that are still pending — that is, that have not been paid or received.
To facilitate analyses, it is possible to switch between costs and revenues through the selection field available in the upper right corner of the screen, adapting the display according to the type of information to be tracked.
It is also possible to use the Period panel of the search filters to view the costs and revenues estimated for a specific period.
The currencies available for selection in the addition of costs and revenues vary according to the financial type configuration.
Adding a cost
1. Access the Execution > Financial entry (PR064) menu.
2. Expand the 
button and click on the Cost option.
3. Enter a title to identify the cost.
4. Select the cost value currency.
5. In the Cost classification field, define whether the cost is capital, operational, or unclassified.
6. In the Doc. # field, enter the number of the document to which the cost is related, such as the number of an invoice.
7. Select the financial type that categorizes the cost.
8. Select the team that will be responsible for managing the cost.
9. In the Program/Project/Task field, select the program, project, or nonproject task to which the cost refers. Depending on the current status of the selected object, the following sections may be displayed:
Planned/Rescheduled/Actual
The sections must be filled out in accordance with their specific purposes. To this end, fill in the fields considering the planned, rescheduled, or actual data in the object to which the cost refers:
Due date
Select the date on which the cost is due. To do so, type the desired date in the "dd/mm/yyyy" format or click on the field and select the desired date.
Quantity
Enter a quantity for the item related to the cost.
Unit value
Enter the unit value of the item related to the cost.
Total value
This field will only be enabled if a quantity and a unit value have not been previously entered. In this case, enter the total value of the cost. If a quantity and a unit value are entered, this field is filled in by the system with the total value of the cost.
10. In the Description field, record relevant information about the cost.
11. Click on Save to finish adding the cost.
Adding a revenue
1. Access the Execution > Financial entry (PR064) menu.
2. Expand the button and click on the Revenue option.
3. Enter a title to identify the revenue.
4. Select the revenue value currency.
5. In the Doc. # field, enter the number of the document to which the revenue is related, such as the number of an invoice.
6. Select the financial type that categorizes the revenue.
7. Select the team that will be responsible for managing the revenue.
8. In the Program/Project/Task field, select the program, project, or nonproject task to which the revenue refers. Depending on the current status of the selected object, the following sections may be displayed:
Planned/Rescheduled/Actual
The sections must be filled out in accordance with their specific purposes. To this end, fill in the fields considering the planned, rescheduled, or actual data in the object to which the revenue refers:
Due date
Select the date on which the revenue is due. To do so, type the desired date in the "dd/mm/yyyy" format or click on the field and select the desired date.
Quantity
Enter a quantity for the item related to the revenue.
Unit value
Enter the unit value of the item related to the revenue.
Total value
This field will only be enabled if a quantity and a unit value have not been previously entered. In this case, enter the total value of the revenue. If a quantity and a unit value are entered, this field is filled in by the system with the total value of the cost.
9. In the Description field, record relevant information about the revenue.
10. Click on Save to finish adding the revenue.
Conclusion
Using financial entries, it is possible to track more accurately the values involved in tasks and projects, which contributes to a more efficient management of costs and revenues in the course of the execution.
Once a cost is added, it is possible to associate attachments to it. To do so, select it from the list of records on the main screen and click on the 
button. On the cost data screen, access the Attachment section and add the desired file.