Profit Margins - Projects & Tasks 

Profit margins are percentages that define your desired profit margins on each type of section. Generally, this margin will be used to calculate quote figures from a budget.

The Profit Margin you set in your settings will be your default Profit Margin for all project and tasks. You are though able to adjust the default profit margin to suit a particular project, task or child task. 

Projects

• Under the Project heading you will see Profit Margins, set with your default percentages. Here you can Overwrite your default percentage for each heading as applicable by ticking the Overwrite box on the right hand side of each line. Doing this here will only adjust the percentage for this project. 
  • Always clicking Save when changes are made. 

Tasks and child tasks

• You are also able to overwrite the default Profit Margins in each task and child tasks. By selecting a task and clicking the Settings tab, you will see your default Profit Margins. Here you can overwrite that default and enter a new percentage for each heading as applicable by ticking the Overwrite box on the right hand side of each line. 
  • Always clicking Save when changes are made.