The Profit Margins Report allows you to view a visual summary of your completed projects' profitability.
Within the Profit Margins Report, you can select entire portfolios or specific projects to view.
You can also filter what is displayed on the report by:
Phase breakdown or the entire project
Currency vs. percentage
Only projects with a budget set
On group by Project view, you expand a project you are able to see the phases breakdown of profitability.
The fee profit of a phase is calculated as the fee of the phase minus the amount spent.
The budget profit of a phase is calculated as the budget of the phase minus the amount spent.
The fee profit and budget profit of a project are the sums of the profits from all phases. Profit and/or loss for the project can be identified by the bar color:
Red indicates a loss.
Green indicates a profit.
Filtering of the members and projects is completed for ALL REPORTS, and making it easy to drill down on the data you need. In the coming months you will even be able to save multiple filter settings to access various filter settings instantly!