Better Margin Predictability

A stakeholder can either update an existing project rate or save it as a new one. This will affect the Expected Income rate calculation. To do so, the user should open Margin Reports in the sidebar, click Project Profits, and click on a value in the Expected Income table:

Then hover the mouse over the Description value and click Edit:

Change the rate and date and click Save. A window with the following options will appear: Update, Create New, and Cancel:

• Update will edit the existing rate record.
• Create New will rewrite the existing rate and replace it with the new one. This change will update the Expected Income value accordingly.