Project profitability
The Projects tab in Reports. See how projects are performing — Members can view it, but money columns stay hidden for them.
The Projects tab in Reports shows how your projects are performing. It's the one money-flavored report Members can open — but for them the money columns are hidden.
- Plan
- StudioAgency
The Projects tab is visible to all roles with Reports access, including Members, but money columns are hidden for Members. Member-utilization figures require the advancedReporting entitlement, which is Agency only. The Reports area itself needs the reports entitlement (Studio and up).
Where to find it
Go to Reports and open the Projects tab (/reports).
What it shows
The Projects tab summarizes per-project performance. The manage tier (Owner, Admin, Manager) sees the full picture including money; Members see the same report with money columns hidden.
Member-utilization figures — how members' time breaks down across projects — require the advancedReporting entitlement, available on Agency.
There's no CSV export for the Projects report. CSV export is available for the Time report only. See CSV export.
Tips
- For a per-project deep dive — budgets, rates, and margins on the project itself — see Project profitability in the Projects section.
Troubleshooting
- I can't see money columns. Members never see amounts. Use a manage-tier account, or read Money visibility by role.
- Utilization figures are missing. Member-utilization needs advancedReporting, which is on the Agency plan. See Plans & limits.