Who can use this: Owner, Manager, Accountant. URL / Route: Project finance screens under
/finance/projects; project reports under/finance/reports/projects. Plan / feature gate:tracker.manage_projects,tracker.timesheets,tracker.project_profitability,tracker.project_revenue,tracker.budgeting(premium). Permissions:projects.view,timesheets.view,timesheets.approve,timesheets.billing.view.
Purpose
SolaProjects and Solabooks share one workspace. This page covers the finance side of projects: how project costs and revenue flow into your books, how timesheets become billable, and the project profitability reports. For project management itself (tasks, members, scheduling) see the SolaProjects documentation.
How projects connect to the books
| Project activity | Finance effect |
|---|---|
| Time logged on a project | Becomes billable time, surfaced for invoicing |
| Project expenses / bills | Tagged to the project, counted as project cost |
| Project invoices | Tagged to the project, counted as project revenue |
| Project budget | Compared against actual cost and revenue |
A project is tagged on transactions much like a dimension: an invoice line, bill, or expense can carry a project so its amounts roll up into that project's totals.
Timesheets & billing
- Timesheet details (
finance.reports.projects.timesheet-details) — every time entry, filterable by project and member. Feature:tracker.timesheets. - Time approval — approvers sign off submitted time (
timesheets.approve, featuretracker.time_approval). - Time billing readiness — approved billable time is surfaced so it can be pulled onto an invoice. Feature:
tracker.time_billing. - My time — each member's own time entries.
Project finance reports
These reports require their plan feature. If your plan does not deliver
tracker.project_profitability/tracker.project_revenue, the report appears locked even on a paid plan — the feature must be granted on the plan.
| Report | Feature key | Shows |
|---|---|---|
| Timesheet Profitability Summary | tracker.project_profitability |
Billable vs cost of logged time |
| Projects Cost Summary | tracker.project_profitability |
Total cost per project (bills, expenses, time) |
| Projects Revenue Summary | tracker.project_revenue |
Invoiced revenue per project |
| Projects Performance Summary | tracker.project_profitability |
Margin and performance per project |
| Project Summary | tracker.manage_projects |
Overview per project |
| Project Budget Control Report | tracker.budgeting |
Project budget vs actual |
Behaviour and rules
- Project tagging drives the reports. A cost or revenue line only appears in a project's totals if it carries that project.
- Profitability is posted-only. Draft documents are excluded.
- Connected billing turns approved project time into draft invoices — review before posting.
Related
- Timesheets — log billable / non-billable hours against the project.
- Project profitability — the live per-project P&L tab.
- Invoices, Sales receipts — bill the customer for project work.
- Bills, Expenses, Mileage — tag costs to the project.
- Budgets — set the per-project plan and watch variance.
- Customers — counterparty on every project.
- Dimensions & custom fields — additional tagging.
- Workflow & approvals — time and expense approvals.
- Customer portal — share project status / time approvals with the customer.
- Reports — Project Profitability, Timesheet Profitability, Timesheet Details.