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

Profitability settings

Minimum viable rate

The rate below which work is treated as financially unhealthy.

Target rate

The rate used as the healthy benchmark for agency performance.

Visibility roles

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 timelines.
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.

Rates and Actuals

Financial snapshots resolve rates per week from member cost-setting periods, explicit assignment bill-rate overrides, capability defaults, and the project hourly rate. Updating member cost settings or capability default rates refreshes affected project summaries so corrected historical rates can flow into the numbers.

Project workload and inspector figures are planned views. Monthly profitability summaries use logged hours for weeks where actual hours exist, then fall back to planned hours where they do not. Logged hours that were never planned still count in monthly hours, cost, and time and materials revenue, but they do not create planned workload capacity.