5 Jun 2022 - control access to project margin

Choose how much detail on project margin to share

We're finding more and more customers want to increase the visibility of the margin expectations within a project. To help with that, we have split the access to the margin report within a project into two specific options:

• Summary only: Only shows the the top block of the margin report - the headline figures for current and projected margin as well as the margin on time and expenses.
• Everything, incl cost per person: Shows the full report including the cost breakdown (has the cost rates set on people which is often sensitive date)

This allows you to share margin details on a project without showing the detailed breakdown of costs. 

Access to the margin reports (Margin by Project, Margin by Company and Margin by Person) are not affected by this change.