Money

Note

GreenVee tracks money for planning and reporting, not for invoicing or bookkeeping. Your accounting system remains the system of record. GreenVee gives project teams and finance stakeholders a shared view of where money is going and why.

What this section covers

Money in GreenVee is organized around a simple spine:

1. A Budget sets the target. A Cost Item is a named line in that budget.
2. Occurrences record what actually happens — costs incurred, revenue received.
3. An Order captures the commercial agreement on the sales side.
4. A Budget Request formalizes the process of changing a budget allocation.

These four concepts work together. A Cost Item holds a Budget. Costs are recorded as Cost Occurrences against that Cost Item. Revenue is tracked as Earning Occurrences against an Order, and a project’s economic benefit is a single figure on the Project itself. When the budget needs to change, a Budget Request starts the approval flow.

Pages in this section

• Budgets and Cost Items — How budgets are defined and how cost items break them into meaningful buckets.

• Occurrences — Cost and Earning Occurrences, and how plan vs. actual becomes visible.

• Orders — The sales-side record that links a project to a commercial agreement and tracks revenue payments.

• Budget Requests — How to formally request a change to a budget allocation, and the approval flow.

• Benefits and the Business Case — How earnings, economic benefit, and costs come together into a single profit picture for a project, program, or portfolio.

The financial picture in one paragraph

Every Project can have Cost Items — named budget lines such as “Material Cost” or “Loan Repayment.” Each Cost Item carries its own Budget with a target value and a goal value. As work proceeds, Cost Occurrences record actual and expected spending against those lines. Portfolios and Programs don’t hold Cost Items directly — instead their budget views add up the Cost Items of every Project underneath them, and each Portfolio or Program has its own Budget Goal for an aggregate target. If the project has a sales agreement, an Order holds the contract details, and Earning Occurrences record each payment received. The project’s economic value is tracked as a single Benefit figure, and its Business Case view combines that with earnings and costs into a profit picture. When a budget needs adjustment, a Budget Request documents the ask and the decision.