27 Aug 2023 - New calculation modes for people margin reports, enhancements to quotes

Included in this release:

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Email us as support@projectworks.io and one of the team will get back to you!

New calculation modes for people margin reports

The Margin by Person report and the Person Margin screen have been updated to enable you to view a person’s margin based on the amount that has been invoiced. You will be able to view people’s margin based on accrued revenue, invoiced work or the value of billable work, dependent on what information you require.

Read more about people margin reports →


Enhancements to quotes

After few months in Beta, we are releasing Quotes for everyone with additional enhancements. Quotes now appear in the main navigation where you can see a list of all quotes in the system (grouped and filtered how you want), and you can now email them straight out of the system much like you can with invoices.

Read more about quotes →