Reports - Project - Margin (T&E) Line & Bar Chart


This chart can be run to provide a comparison of Billable Charges and Costs in a bar and line chart format.   The chart will include two bars for each month (one for cost and one for billable charges) as well as a line representing the cumulative margin since the beginning of the chart through the end of the period that contains the data point.  The margin is calculated as the difference between the billable charges and costs.


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You can click on an individual bar within the chart to run an Actuals Summary report for the one period represented by the bar (either bill or cost).  You can click on a data point in the cumulative line to run a Project >> Margin (T&E) report for a date range defined by the beginning of the chart through the end of the period represented by the clicked data point.  Both the Actuals Summary and Margin (T&E) reports will show one line per project/person that contributed to the metrics for the bar/line.


Differences between the Project Margin (T&E) and Project Margin reports.



This report is available to users having any of the following roles:  Administrator, P&R Administrator, and Project Administrators (that also have both of the following roles: Bill Rate Manager and Cost Rate Manager).


This report is available with the Project Portfolio family of licenses.


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