new
Reports
Consultants
🧾 New: Consultant Overview Report
See all your consultant financials in one clear, organized view.
The
Consultant Overview Report
gives firm-wide visibility across every consultant and project—no more digging through spreadsheets to see who’s been billed, paid, or still owed.What You Can Do
- View total consultant costs across all projects
- Drill into project-level details for any consultant
- Track what’s billed, paid, or owed
- Export data for accounting or reporting
Where to Find It
Go to Money → Costs → Consultants for a complete list of all consultant firms your company works with, including planned, billed, paid, and owed amounts.
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Make it count
: Invite consultants to manage deliverables, submit bills, and comment on project notes—keeping everyone aligned and projects on track.