Profitability Settings
Profitability settings are available from Settings -> Profitability. Financial tracking is always available in the workspace; this page controls the thresholds and role visibility for financial fields.
What You Can Configure
The roles allowed to view agency rate, cost, revenue, margin, and profitability fields.
Visibility
Financial visibility is role-based. Users without access can still use project, workload, client, and member views, but restricted cost, revenue, margin, and rate values are omitted from the data they receive.
Project and client context can grant additional access where the app supports it, but the profitability settings page is the default place to decide which roles can see agency-wide financial information.
Where Financial Data Appears
Users with financial visibility can see financial fields in:
- Project workload tables.
- Project financials.
- Staffing financial summaries.
- Client portfolio metrics.
- Member cost settings.
- Capability default cost and bill rates.
Period Calculations
Project financials use the selected planning period when you are reviewing a project workload. Planned hours and labor cost count the assignment weekdays inside that period. Retainer revenue is prorated by calendar day, fixed-price revenue is allocated across the project date range, and time and materials revenue follows planned hours and bill rates.
Expenses count in the period where the expense is dated. Percentage expenses are based on planned project revenue. Profit and margin are shown only when the project is billable and Supervisible has the cost rates it needs. If rates are missing, the cost row is marked incomplete instead of calculating a misleading margin.