With Stakeholder module you can track your client commitment or the fundraising and green lit status of your project. This can easily tie with the budgeted amount for your project.
Step 1: Select the project you would like to work with from portfolio screen by clicking on it.
Investor and stakeholder management
Step 1: Select Stakeholders from your Pre-production dropdown top menu. Each stakeholder or investor has a Committed and Collectedvalues you can use to manage your funding round or simply for your client management. These values are project specific, they are not saved back to your global portfolio Address Book.
Tip: Collected value is used for your Greenlit project status.
Step 2: Stakeholder Committed and Collected values are summed up above the project Stakeholder List.
Tip: Budget value here comes directly from your total Budget module value.