Fresh Projects

00:00: This article explains how to set up income targets within Fresh Projects.

00:05: Let's take a look...

00:07: In the Main Menu,

00:09: click "Financials".

00:11: Then,

00:12: click "Income Targets".

00:15: Select the date range you would like to populate your Income Targets for.

00:20: Proceed with populating your Income Targets for each month.

00:25: Click the Save button to apply all changes.

00:30: You can now view Income Targets in the Financial Forecast and compare them against

00:34: other values,

00:35: such as planned income or actual billed amounts.

00:39: To get started,

00:40: click the Insight tab

00:43: Now,

00:44: click Financial Forecast.

00:47: Within the Primary Values dropdown,

00:49: select "Target", along with any other values you would like to compare against.

00:55: Click the Load button.

00:58: You can now review your report along with your set Income Targets.

01:03: You have now successfully managed Income Targets within Fresh Projects.