The Profit Margins Report offers a visual summary of each project's profitability. Help identify which projects are generating strong returns and which may need closer financial review.
Click Select Projects to choose which Projects to include in the Profit Margin report. Projects can be grouped by Portfolios, Projects, or Members using the Group By dropdown.
Use the checkbox next to a Portfolio to select all Projects within it, or check individual boxes to select specific Projects for viewing. Once selections are made, click Done to load the report.
Use the Filter option in order to drill into specific categories of projects you'd like to see.
The report display can be customized by:
Phase breakdown or the entire project
Bill Rate/Cost Rate View
Currency vs. percentage
Show only projects with a budget set
Use the Save to save the current view
In the Group by Project view, expanding a Project reveals a detailed breakdown of profitability by Phases and Subphases, allowing for deeper analysis of where profits are being generated or lost within the Project structure.
Project-level Fee Profit and Budget Profit are calculated by summing the respective profit values across all associated Phases.
Phase-level profit is determined using the following formulas:
Fee Profit = Phase Fee − Amount Spent
Budget Profit = Phase Budget − Amount Spent
Color indicators provide a quick visual assessment of financial status:
A green bar signifies the Project is profitable.
A red bar indicates the Project is operating at a loss.
