Fresh Projects

00:00: This guide will help you navigate and configure Fee backlog data.

00:04: Fresh Project's Fee Backlog helps you identify any unbilled fees across all projects,

00:09: ensuring that project finances are handled in time

00:12: so nothing slips through the cracks.

00:16: Let's begin by selecting "Insight" in the main menu.

00:20: Next, scroll down to select the "Fee Backlog" option under the "Fees & Invoicing"

00:25: section.

00:27: You can now use the filters provided to configure the data

00:30: you would like to see populated,

00:32: such as the sub-projects or status,

00:35: as well as projects worked on by specific project managers.

00:40: After configuring the filters,

00:41: you can go ahead and click the "Load" button.

00:45: The report will then be generated, reflecting the Project and Sub Project in the

00:50: first two columns.

00:53: After loading,

00:54: you will notice a new "Columns" drop-down selection.

00:57: This menu can be used to select any additional columns of information you want to

01:01: see in your report.

01:04: Focusing back on the report, the Fee column displays the total agreed upon fee for

01:09: that sub-project.

01:11: The Invoiced column indicates the total amount that the client has been invoiced for.

01:18: Finally, the last column in this report shows what amount of the total agreed upon

01:23: Fee has not yet been billed to the client, in other words,

01:26: the Unbilled Fee.

01:29: This report can also be downloaded as a spreadsheet by clicking on the downward

01:33: facing arrow button.

01:36: You have now learned how to configure and create fee backlog data reports in Fresh

01:41: Projects.