Actual 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:
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Pin icon. Click to pin this chart to a board. |
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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. |
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By default, data for project managers is used in the dataset. See Filter data by project managers to learn how to remove specific project managers from the dataset. |
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Sort the list based on one of the following options:
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Customer project with gauge. See Actual margin to learn more about how this statistic is calculated. Click the gauge to go to the project view: ![]() |
Filter data by departments
To select the departments whose data you want to visualize in the chart, do the following:
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Click the
Filter button for the department filter. A dialog window will display with a list of the departments that you have configured for your company.
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Select the departments that you want to add to the chart.
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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:
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Click the
Filter button for the project manager filter. A dialog window will display with a list of your company’s project managers.
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Select the project managers that you want to add to the chart.
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Click OK. The chart will refresh with the updated presentation.