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Project Bills Widget

We are excited to present the latest addition to the Avaza Project dashboards – the Project Bills widget. This widget empowers Project Managers to keep track of all project-related bill amounts seamlessly.

What data is included in this widget?

The widget provides a consolidated view of all line items associated with the project, grouped by bill. It showcases the amounts and includes the bill number, subject, bill status, issue date, and due date. Users granted the necessary permissions can click any record to access the Bill Details page.

How to add this widget?

To add the Project Bills widget to your project, navigate to an existing project, select the Summary tab, and click the Add to Dashboard button. Then, select the Project Bills widget from the list, which will be added to the Project Summary page.

Who has access to this widget?

The widget is accessible to all users with Admin, Portfolio Manager, Project Manager, and Finance Manager roles. However, for users with solely the Project Manager role, the following project member-level settings need to be enabled for them to access the widget’s content:

  • Can manage Project Member Costs & Billable Rates
  • Can manage Fixed Amounts on Projects

We hope you enjoy this new feature.

Best wishes,

The Avaza Team

Updated on September 16, 2024

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