Professional services delivery

Track project margin before it slips

Managed Margin is project margin tracking software for consulting and professional-services teams. Enter the hours worked each week and see margin, budget and hours against the plan you priced.

Managed Margin delivery tracking showing planned margin 36.49% against actual 24.43%, with hours over plan for each person

Planned 36.49%, actually running at 24.43%, with the overrun attributed to a named person.

The plan and the reality on one screen

A progress meeting starts from the figures everyone already agreed, with nobody rebuilding the original quote first.

Hours planned against hours worked

For each person on the job: what you allowed, what they have used, the difference, and how far through they are.

How much budget is left

Labour, subcontractors and infrastructure added up as a share of the budget for the work.

Margin now against margin promised

The margin you have actually earned so far next to the one you priced, and which role is pulling it down.

Approved baseline

The plan you're measured on stays put

Budget, people, hours and the margin they produce all live on the project — not in a file on someone's laptop.

  • Who is on the job and the hours each of them was given.
  • The agreed budget and the margin it was meant to produce.
  • One version everyone argues from, instead of three.
The approved $29,500 budget with the staffed team and the 36.49% profit the plan was signed off on

The signed-off $29,500 plan the delivery figures above are measured against.

What each warning sign should make you ask

Managed Margin shows the signal. Your team decides what to do about it.

Warning signWhat you seeWhat to ask
Hours over planHours worked next to hours allowed, per person.Which role is over, and why?
Budget going fastCosts so far as a share of the budget.Is progress keeping pace with spend?
Margin varianceMargin earned so far against margin priced.Which assumption changed?
A pattern across projectsTotals by project, client, department and portfolio.Where should finance look first?

How current are the figures?

As current as your last entry. Nothing is imported from timesheets, payroll, HR, accounting or CRM.

Use the planned-versus-actual project margin review checklist and worked example.

Entered by hand, weekly

The PM, project owner, an Owner or an Admin. There is also a month view of the saved weeks.

Updates on save

Figures change as soon as the hours go in. You are not waiting for a month-end close.

No prediction

It reports what was planned and what has happened. It does not guess your final margin.

See the slip while it's still small

One plan from pricing through delivery, updated as the hours go in.