Financial Bar views and options

12 STEPS

1. The Financial Bar at the bottom of each Board provides a total of fees from that entire Board

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2. The default view shows total Budgeted fees.

This displays the total amount of fees across all Roles on the Board.

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3. Click the Budgeted link to toggle to a Confirmed fee view.

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4. The Confirmed view shows the total fees from Roles where Crew have been confirmed.

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5. Click the Confirmed link to toggle back to a Budgeted fee view.

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6. When no Jobs, or Roles, are selected on a Board, then the fees shown are for all Jobs across the entire Board.

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7. Select one or more Jobs, or Roles, to see the total fees for the selected items.

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8. The total fees are now displayed in the Financial Bar for any selected items.

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9. Toggle the view between Budgeted and Confirmed fees by clicking on the link.

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10. Click on the Hide button to remove the Financial Bar from the bottom of a Board.

This preference is on a per user basis and is remembered across different devices.

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11. To view the Financial Bar, just click the icon in the bottom right corner

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12. The Financial Bar is now visible.

That's it. You're all done!

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