13See it coming

Planned margin

Catch a fee or staffing warning while the delivery plan can still change.

P24Recognition

Busy projects. Fees that fall short.

Every team is busy, but the agreed fees don't cover the planned hours and costs. Review the shortfall before committing more people to the work.

Change a fee, the assigned hours or a rate and see profit and margin update by task or phase, before the practice commits the plan.

01Task & phase margin

Margin by task, before the task starts.

Review planned fees less planned cost where scope, fee and staffing decisions can still change, then carry those values into the project total.

01

Task margin

See planned fee, cost and margin for a single task.

02

Phase margin

Review the same planned figures across the phase hierarchy.

03

Project total

Carry task and phase values into the wider project view.

02What changes margin

Change the hours and the margin follows.

See the planned result update as fees, assigned hours or rates change.

01

Fees and costs

Review how fee and cost assumptions shape planned margin.

02

Assigned hours

See the planned effect when assigned hours change.

03

Rates

See the planned effect when the rate assumption changes.

03Before delivery

Revise the fee before the work starts.

Revise a fee, a cost allowance or the assigned hours before they become the delivery result.

01

Fee decision

Test the planned fee before agreeing the commercial position.

02

Cost allowance

Review the planned supplier and delivery costs carried by the work.

03

Staffing decision

Review the margin effect before committing the planned hours.

The plan and recorded work stay distinct.

Logged time updates recorded-hours progress and keeps the billing and cost rates from that entry. It does not rewrite planned margin.

See it coming

Explore related capabilities

Group overview

Act before planned hours become late nights.

See how this looks on one project from your practice.