Why This Matters

Viewing the finance summary in projects gives you a clear picture of the money side. Track payments, loan details, and costs all in one place.

What You'll Need

The Finance Summary section displays the finalized financial overview of a project, including total costs, payments, and financing details.

This guide explains where to find it and what it includes.

Step 1:Navigate to“Manage Projects” and select“Projects.

”Step 2:Select yourprojectStep 3:Scroll down yourproject detailpageStep 4:Yourproject finance summarywill be visible on the left.

💡 Stay on top of things: Check your project dashboard at the start of each day to see what needs attention.
📋 Document everything: Add notes and photos as you go — future you will thank present you.
🔄 Automate when possible: Pair this feature with automations to save even more time.

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.