Project margins

This chart allows you to easily browse through a list of the profit margins for your active projects.

To ensure this chart is accurate, do the following:

  • Add billing periods to fixed price projects.

  • If the margin calculation is based on the budget, then be sure to track resources' time and costs against the relevant projects.

  • If the margin calculation is based on the schedule, then be sure the schedule for project deliverables is accurate.

  • If the margin calculation is based on completion, then be sure to update the completion indicators in real time.
chart project margins

number one red circle sm

Pin icon. Click to pin this chart to a board.

number two red circle sm

By default, data from all departments is used in the dataset. See Filter data by departments to learn how to remove specific department data from the dataset.

number three red circle sm

By default, data for all customers is used in the dataset. See Filter data by customer to learn how to remove specific customers from the dataset.

number four red circle sm

By default, data for all project managers is used in the dataset. See Filter data by project managers to learn how to remove specific project managers from the dataset.

number five red circle sm

By default, data for all project statuses is used in the dataset. See Filter data by project status to learn how to remove specific project statuses from the dataset.

number six red circle sm

By default, all data is used in the dataset. See Filter data by label to learn how to filter the dataset by labels.

number seven red circle sm

Sort the list based on one of the following options:

  • Highest actual margin

  • Lowest actual margin

  • Highest difference: calculated and actual

  • Highest difference: calculated and forecast

  • Highest forecast

  • Lowest forecast

  • Highest calculated margin

  • Lowest calculated margin

  • Customer name

number eight red circle sm

List of customer projects with margins. A project’s profit margin is presented three ways: calculated, actual, and forecast.


Click the profit margin statistics to go to the project’s page:

chart project margins project view
If the actual margin falls below the calculated margin, the actual margin statistic displays in red. Also, if the actual margin statistic is not displaying on the chart, see Show the actual margin statistic.

Filter data by departments

To select the departments whose data you want to visualize in the chart, do the following:

  1. Click the filter Filter button for the department filter. A dialog window will display with a list of the departments that you have configured for your company.

  2. Select the departments that you want to add to the chart.

  3. Click OK. The chart will refresh with the updated presentation.

Filter data by customer

To select the customers whose data you want to visualize in the chart, do the following:

  1. Click the filter Filter button for the customer filter. A dialog window will display with a list of your company’s customers.

  2. Select the customers that you want to add to the chart.

  3. Click OK. The chart will refresh with the updated presentation.

Filter data by project managers

To select the project managers whose data you want to visualize in the chart, do the following:

  1. Click the filter Filter button for the project manager filter. A dialog window will display with a list of your company’s project managers.

  2. Select the project managers that you want to add to the chart.

  3. Click OK. The chart will refresh with the updated presentation.

Filter data by project status

To filter the chart’s data by project status, do the following:

  1. Click the filter Filter button for the project status filter. A dialog window will display with a list of the project statuses.

  2. Select the statuses that you want to add to the chart.

  3. Click OK. The chart will refresh with the updated presentation.

Filter data by label

To filter the chart’s data by labels, do the following:

  1. Click the filter Filter button for the labels filter. A dialog window will display with a list of active labels.

  2. Select the labels that you want to add to the chart.

  3. Click OK. The chart will refresh with the updated presentation.

Show the actual margin statistic

A project’s profit margin is presented three ways: calculated, actual, and forecast.

remove actual margin

If you want to display the actual margin statistic, do the following:

  1. Go to the back office, scroll down to the Settings section, and click Charts.

    You must have the Support staff role in order to access the back office.

  2. Click Project margins to display the chart’s settings.

  3. Click the Show actual margin checkbox and then click Save. The actual margin statistic will now display on the chart.