Create Cashflow Forecast and View Claimed

Create a cash flow forecast to monitor financial performance and improve decision-making. This tool helps in resource allocation and enhances financial planning.

Step By Step Guide

1. Click "Finance" on the Plexa Dashboard

2. Click "Head Contract"

3. Click "CASHFLOW FORECASTING"

4. Enter the Start date in the "Start Date" field

5. Enter the Finish date in the "Finish Date" Field

6. Click "Progress Claimed" button to view month on month breakdown

Video Tutorial

For a visual guide, please watch the tutorial below