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:

  • 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

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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:

  • Highest margin

  • Lowest margin

  • Customer name

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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:

chart project margins project view

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 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.