Reliable baseline
Scope, price, planned effort, rates, cost assumptions, external spend, and billing rules.
A trustworthy margin connects the accepted commercial baseline to actual effort, cost, revenue treatment, invoices, and changes while the project is still open.
Scope, price, planned effort, rates, cost assumptions, external spend, and billing rules.
Time, expenses, purchases, scope changes, milestones, invoices, and recognized work.
A formula, period, currency, cost basis, exclusions, and drill-down to source records.
The useful product is the one your team can keep current while preserving ownership, evidence, and the client relationship.
Create a real project with accepted revenue, planned labor, internal cost, external cost, billing milestones, and a named margin formula.
Record actual time, purchases, delivery progress, scope decisions, invoices, and partial payment without editing the original baseline.
Add unpriced work, a delayed approval, a vendor overage, or a changed delivery date and inspect the forecast consequence.
Reconcile forecast and final margin to the underlying time, cost, invoice, payment, and revenue records.
Confirm current plan availability, limits, integrations, and migration behavior directly with each provider.
It should connect defined project revenue with direct and allocated labor cost, external cost, expenses, scope changes, billing, and the selected revenue treatment.
No. Margin measures economic performance under a defined formula, while cash collection describes verified payment timing and amount.
Review the forecast before acceptance, at material scope or staffing changes, during regular delivery reviews, and after closeout.
Start with one active client and the hardest normal exception.