Finance Project Manager

The Finance Project Manager template is designed for businesses that handle multiple financial initiatives — whether it’s client projects, internal campaigns, or department budgets. This Notion workspace lets you organize projects, assign financial goals, and track budgets, expenses, and profitability in one place.

Perfect for business owners who want to monitor the financial side of projects with clarity and structure, without getting lost in spreadsheets.

Key Features:

• Manage multiple financial projects with budgets and actual spend tracking.
• Link expenses and invoices directly to each project.
• View project health with simple progress indicators.
• Ready-to-use dashboard to monitor overall profitability and completion rate.
• Space to add notes, milestones, and project outcomes.

Why It’s Valuable:
Even in the free version, you’ll gain visibility into your financial project performance. The Premium version in Business Finance OS includes automated project cost summaries, income-expense linking, AI-driven profitability reports, and integration with other financial dashboards for a unified business overview.