Margin review

Step by step

1. Record delivery Consultant

   Consultant links service lines, time and expenses to the engagement.

   • Work and costs accumulate on a named engagement.
   • Updates Service entries, Time entries, Expenses

2. Validate service line Engagement Manager

   Submission runs the service checks; Engagement Manager inspects the approval result.

   • Eligible delivery is distinguished from submitted work.
   • Updates Service entries, Review decisions, Operation receipts

3. Invoice milestone Finance Manager

   Finance Manager checks accepted milestone work and the invoice operation result.

   • The billing event and its outcome are traceable.
   • Updates Milestones, Operation receipts

4. Record payment Finance Manager

   Finance Manager records a confirmed collection on the related milestone payment.

   • Collection is recorded against the related deliverable.
   • Updates Milestone payments, Milestones

5. Review economics Partner

   Partner reads contract value, delivered cost and amount, gross margin, hours burn and remaining amount to bill on the engagement.

   • Partner can compare value, cost, hours and margin.
   • Updates Engagements, Team members

Partner

Leads the commercial review; Engagement Manager explains delivery; Finance Manager reconciles billing and payments; Operations Reviewer checks decision evidence.