Workflows
Project Profitability
Connect projects, planning, time, budgets, invoicing, and analytics to understand delivery margin.
Project profitability connects planned work, actual time, billing, and finance. It gives delivery and finance teams the same view of effort, budget, and margin.
Modules involved
| Step | Module | Record |
|---|---|---|
| Scope work | Projects | Project, task, milestone |
| Plan capacity | Planning | Allocation, role, utilization |
| Track actuals | Time | Timer entry, timesheet, approval |
| Bill work | Finance | Invoice, product, rate |
| Analyze margin | Analytics | Budget, revenue, utilization reports |
Recommended flow
- Create the project in Projects.
- Add tasks, owners, estimates, and budget settings.
- Allocate people or roles in Planning schedule.
- Track work through Timer and Timesheet.
- Review and approve time in Time approvals.
- Review the project Billing tab for invoice history, linked expenses, uninvoiced costs, and CSV export.
- Convert billable work, approved expenses, or catalog products to invoice lines in Finance invoicing.
- Review profitability through Reports.
Useful automations
- Deal won -> create project template.
- Project budget over threshold -> notify project owner.
- Timesheet approved -> draft invoice lines.
- Expense approved on a billable project -> prepare it for invoicing.
- Project status changed -> notify client success owner.
Setup checklist
- Configure project templates and custom fields.
- Set roles and rates in Planning and Time.
- Decide approval rules for billable time.
- Configure finance products and invoice templates.
- Build a dashboard for utilization, budget burn, and margin.