Capacity and margin

Team member records hold bill and cost rates, weekly capacity and logged hours. Engagement records collect delivered amount, delivered cost, expenses and billed value. The Engagement Margin Desk lets agency leaders compare contract value with delivery and billing for each engagement.

• Owner. Agency Partner reviews engagement margin and staff capacity before accepting more delivery work.
• Record. Team member rates and logged hours sit beside engagement delivery, cost and billed totals.
• Review. Engagement Margin Desk links its signals back to the engagement for source inspection.

Agree who maintains each team member’s cost rate, bill rate and weekly capacity. Limit access to rates and margin to the people who need commercial detail. Check that service entries, time entries and expenses point to the right engagement before interpreting their rollups. Choose a common review period for comparing billed amounts with delivered cost. If divisions own different teams, link each person to the right organization so leaders can explain their capacity figures. Reconcile a representative team member against their logged work before using utilization in planning.

A manager can review an active engagement whose hours burn is rising while billed value lags. They open the engagement from the margin desk and inspect the service entries and deliverables behind it. The agency partner can compare that case with staff utilization before committing the same specialist to more work.

Choose an active engagement whose logged hours are rising while billed value lags. Agency Partner opens Engagement Margin Desk and follows the warning to the engagement. The manager compares contract value, delivered amount, delivered cost and invoiced service amount with the linked service entries and expenses. Then check the assigned specialist’s billable hours, total hours and weekly capacity on the team member record. A high utilization figure may affect the next assignment even when this engagement still has contract value remaining.

Active Engagements shows the commitments behind the commercial review; My Engagements gives an Engagement Manager a narrower working list for their own work. Compare each engagement’s remaining hours and gross margin with the source work before treating a signal as a decision. Finance Manager should inspect payment state separately because billed value and money received are different. When a rate changes, review the effect on delivered cost and margin before using the updated figure to price more work.

• Active Engagements — Trace current client commitments before reviewing margin.
• My Engagements — Let Engagement Manager follow owned engagements and delivery dates.

Follow engagement delivery and review billing.