Project pricing and margin tracking

Know your margin.
From quote to delivery.

Project margin management software for consulting and professional services. Estimate the work, compare pricing scenarios against your target margin, agree the baseline and track planned vs actual margin in one connected workflow.

Get started free See how it works

No credit card. See current plan and limits.

A pricing baseline with revenue, estimated cost, gross delivery margin and margin after all costs Margin known before you quote
Real product screens with illustrative figures.

A clear next step.
At every stage.

Connect pre-sales, delivery and Finance around the same project plan.

Pricing calculation showing revenue, gross delivery margin and margin after all costs

Project pricing

Price with confidence.

Estimate stage by stage and get the price for your target margin, or check the margin on a price you already have.

Explore project pricing
Delivery guidance: the next step names what is lowering the margin, with a button to open it

Project guidance

Keep work moving.

Follow clear next steps from pricing to handover, then assign people to the agreed resource requirements.

Follow the workflow
Forecast margin at completion compared with the approved baseline

Delivery tracking

See what changes.

Compare planned versus actual margin, with recorded hours and costs behind the difference.

Explore delivery tracking

Build the plan.
Understand the price.

Bring resource planning, project cost estimation and pricing into one view.

Start with your planning rates

Define generic roles by seniority, specialization and location. Use your rate card for estimates before assigning individual people.

Explore role-based estimates

Plan the team’s time

Build resource-loading scenarios stage by stage or week by week, with roles and quantities. See how the staffing mix changes planned hours and labor cost.

See a resource-planning example

Price to a target margin

Get the fixed price for your target Managed Margin, the minimum T&M rate per role and an optional ROM price range.

Explore target-margin pricing

See the cost behind the quote

Review revenue, delivery costs and margin after all costs. Finalize a strategy to preserve the planning-rate snapshots used in the baseline.

Explore pricing strategies
Organization planning roles with designation, seniority, onshore or offshore location and hourly planning rate
Weekly resource allocation for generic project roles, with quantities and planning rates
Price worked out for a 35% target Managed Margin, with a ROM price range and the margin at each end
Pricing calculation showing estimated revenue, costs, planned hours and two margin measures
Baseline, actual-to-date and forecast-at-completion margin shown side by side for a service order One service order, three views

Know where your
margin stands.

Track planned vs actual project margin against the approved pricing baseline. Review project margin variance using approved time, posted expenses and recognized revenue.

  • Compare planned and actual delivery costs.
  • See the forecast for the remaining work.
  • Identify where planning-rate fallback is used.
Explore project margin tracking

Share project margin.
Keep individual pay private.

Sales can estimate a project using an approved hourly cost for each role. They do not need an employee’s salary to calculate the proposed margin.

  • Finance maintains planning rates for roles such as analyst or consultant.
  • Sales uses those rates with planned hours to compare prices and margins.
  • Access to individual employee costs requires separate permission and HR Sensitive clearance.
See the calculation and access rules
Planning rate card showing standard hourly costs for roles, seniority, skills and locations
Role-based planning rates used in estimates. Illustrative product data; this screen does not show individual pay.

Good questions.
Clear answers.

Find out how the workflow fits your team.

Talk to us
What does project margin management software do?

It connects how a project is priced with how it is delivered. Managed Margin prices from the team you plan to staff, keeps the chosen option as the approved pricing baseline, and compares actual and forecast margin with it. Project margin management guide.

How is project margin calculated?

Revenue minus the included costs, divided by revenue. Managed Margin labels each layer, from gross delivery margin to margin after all costs. Formula and worked example.

Can I compare pricing scenarios before I send a quote?

Yes. Save each team mix, timeline or price as its own strategy and compare the margins side by side. How to compare project pricing scenarios.

What is the difference between actual margin and the forecast?

Actual to date uses approved time, posted costs and recognized revenue. The forecast adds the remaining plan; it is a calculation, not an AI prediction. Planned vs actual project margin.

Can sales see project margin without seeing pay rates?

Yes. Pre-sales prices from planning rates and sees the margin; individual pay needs its own clearance. Share margin without showing pay rates.

Why not keep using a pricing spreadsheet?

Spreadsheets price one job well, then versions multiply, rates get copied and planned vs actual is rebuilt by hand. When to replace a project margin spreadsheet.

Can our team try Managed Margin for free?

Yes. It is currently free, with no credit card; see the pricing page for limits. How to evaluate project margin software.

Is Managed Margin a margin management system?

Yes, for project margin. Managed Margin is margin management software for consulting firms, IT services and agencies: one place where a project’s price, plan, recorded actuals and forecast margin stay connected from quote to delivery, so margin planning and margin tracking use the same numbers. It works from the costs and rates you configure; it does not replace your accounting system or track cash or net profit. What is managed margin?

Start with one project.
See the whole picture.

Price one real project, keep the approved plan and follow its margin through delivery.

Get started free