Project profitability
See hourly billing or a fixed-fee contract balance, tracked effort, and budget progress at a glance, with role-based visibility.
A project's detail page adapts its financial summary to its rate type. What you see depends on your role and plan.
- Role
- OwnerAdminManager
Money and profit tiles plus budget progress are Owner, Admin, and Manager only. Members see hours only.
Where to find it
Open a project and view its Overview (the project detail page at /projects/[id]).
What you see by role
- Owner / Admin / Manager — money and profit tiles, plus budget progress for any budget cap you've set.
- Member — hours only. Members are money-blind, so the financial tiles are hidden.
What you see by rate type
- Hourly — tracked and billable hours, billed value, and ready-to-invoice value at the current project rate.
- Fixed fee — contract fee, invoiced value, Draft-reserved value, remaining value, and tracked delivery effort. Nothing is shown as an hourly value.
- Non-billable — tracked effort without billing amounts.
An older or imported fixed-fee project shows Needs reconciliation until a Manager+ confirms the Previously invoiced opening amount from its Edit page. See Invoice fixed-fee projects.
Member utilization
Member utilization within profitability is an Agency-only feature (advanced reporting).
Utilization is available on Agency. On Free and Studio, the rest of the profitability view still works for manage-tier roles.
What happens next
Use profitability alongside budgets to spot projects that are trending over, and the reports section for workspace-wide views.