MarginPlan Documentation

When to use it

Use this when you need to see every live project, open one project, or create a new one.

Main actions

• Create a project and attach it to the right client.
• Open a project to review estimates, quotes, invoices, time, and expenses.
• Track project status and progress across the delivery lifecycle.

When to use it

Use this when you need to decide where attention goes this week across the full portfolio before opening project-level records.

Main actions

• Read yearly target pace before judging individual project performance.
• Scan project month cells to identify delayed, stalled, or concentration risk.
• Move from portfolio signal to project correction with one click.

When to use it

Use this when you need a cross-project estimate queue for draft, approved, quoted, or rejected estimate states.

Main actions

• Review estimate status and commercial posture across all projects.
• Filter by status, client, project, and search terms before opening detail.
• Open the right estimate detail page for line-level corrections or handoff.

When to use it

Use this when you need to triage quotes across draft, sent, accepted, and rejected states at portfolio level.

Main actions

• Review quote lifecycle status and billing-method distribution.
• Filter by status, client, project, and billing method before opening detail.
• Open quote detail for status progression, line review, and invoice handoff checks.

When to use it

Use this when finance or project leads need a cross-project billing queue view for draft, issued, overdue, and paid invoices.

Main actions

• Review invoice status distribution and payment timing exposure.
• Filter by status, client, and project to target billing follow-up.
• Open invoice detail to validate lines, terms, and evidence linkage.

When to use it

Use this when onboarding a new customer, cleaning account data, resolving duplicate records, or confirming the right client context before project, quote, or invoice actions.

Main actions

• Create and maintain accurate client identity and contact information.
• Validate the correct client record before attaching new delivery or commercial work.
• Audit linked projects and account context to prevent misattributed downstream records.
• Resolve data hygiene issues such as duplicates or stale contact details before they impact billing.

When to use it

Use this when a client needs Email Sign-in Link access, needs to open shared documents from Client Documents, or needs to sign out and restart access.

Main actions

• Grant sharing first from Client Review Access, Client Invoice Access, or Client Portal Access.
• Use Client Portal Sign-in to send an Email Sign-in Link to an allowed email.
• Open Client Documents and use Open on quote/invoice rows.
• Use Sign Out and remove allowed-list entries when access should end.

When to use it

Use this when you need to maintain the reusable pricing inputs before building estimates or quotes, or when an estimate keeps needing a one-off item that should really live in the catalog.

Main actions

• Maintain phases, offerings, resources, rates, groups, and expense categories in one place.
• Quick-add a missing item without leaving the catalog.
• Keep resource costs and offering pricing consistent across every estimate.
• Filter and search each tab to find or de-duplicate reusable records.

When to use it

Use this when you need to enter time, fix timesheet errors, investigate effort anomalies, prepare billing evidence, or verify delivery cost integrity before invoicing.

Main actions

• Capture accurate hours against the correct project and task context.
• Validate submission and approval readiness before billing actions are taken.
• Audit workspace-wide effort patterns by date, user, project, and status.
• Correct row-level mistakes without breaking reporting or invoice traceability.

When to use it

Use this when you need to log project spend, approve team expenses, or check what is billable and reimbursable before invoicing.

Main actions

• Log expenses against a project and category.
• Attach receipt evidence or supporting files to an expense entry.
• Approve or reject submitted expenses (managers).
• Filter and search spend by project, category, billable, and reimbursable state.
• Track billable and reimbursable costs so margin stays honest.

When to use it

Use this when you need a business-level cross-tab or trend built from live data, want to reuse a saved analysis, or need to hand a filtered result to finance or leadership as CSV.

Main actions

• Choose the data sources that hold the numbers your question needs.
• Assemble a pivot by dragging fields into Rows, Columns, Values, and Filters.
• Run the query, review the pivot table, and export it as CSV.
• Save reusable report configurations so the same question can be answered in one click later.

When to use it

Use this when planning a new year, revising growth assumptions, preparing operating reviews, or validating whether current sales and delivery pace can support required revenue.

Main actions

• Model required revenue from budget and profit assumptions in the Calculator tab.
• Stress-check target assumptions before approving a year-level goal.
• Publish and maintain yearly goals so At A Glance and reporting use explicit planning baselines.
• Use approved goals to align project pipeline, quote volume, and invoicing expectations.

When to use it

Use this when pressure-testing a selected year goal, comparing confirmed revenue against delivery capacity, evaluating utilisation assumptions, or modeling whether extra contractor capacity or higher rates are needed.

Main actions

• Select a planning year and compare its revenue target with confirmed commercial coverage already visible in the workspace.
• Set the forecast window with Forecast Start Month and Months to Forecast so feasibility and team breakdown outputs match the planning horizon under review.
• Model internal team delivery capacity by role or person using hours, leave, non-billable time, utilisation, and rate assumptions.
• Add outsourced or contractor capacity assumptions to test whether supplemental delivery makes the target feasible.
• Save named scenarios for later comparison when planner-management permissions are available.

When to use it

Use this when you need to add users, update access, or review who can work in the workspace.

Main actions

• Invite new users into the workspace.
• Adjust access or deactivate old accounts.
• Keep the team list aligned with actual access needs.

When to use it

Use this when a team member can see too much, cannot reach a feature they need, or the workspace needs a reusable permission bundle that does not exist yet.

Main actions

• Review built-in and custom roles before changing any individual user's assignment.
• Create a new custom role when the workspace needs a reusable access pattern that should apply to more than one person.
• Edit or delete custom roles so sensitive workflows stay limited to the right people without drifting into one-off exceptions.

When to use it

Use this when you need to set the workspace currency, adjust default margin or tax behaviour, tune budget-tolerance colouring, or update the legal and banking details printed on invoices and quotes.

Main actions

• Set the workspace currency and default pricing behaviour.
• Tune tax, VAT, and budget-tolerance rules that flow into commercial documents.
• Maintain the company, tax, and banking details printed on invoices and quotes.
• Establish default payment terms and invoice visibility so new documents start correct.

When to use it

Use this when you need to connect, inspect, or troubleshoot an external service.

Main actions

• View configured integrations and their status.
• Review how data syncs with connected services.
• Keep the workspace connected to other tools.

When to use it

Use this when you need to load or update many records at once rather than one at a time, for example migrating from a spreadsheet or refreshing catalog pricing in bulk.

Main actions

• Pick the entity type and download its sample CSV template.
• Choose Update or Overwrite mode deliberately based on how much existing data should change.
• Test changes as a preview before committing anything.
• Import the file, then review the import history for success, partial, or failed status.

When to use it

Use this when you have just created a workspace and want the shortest path to a first quote, or when introducing a new team member to the flow.

Main actions

• Understand the three-step path from client to quote.
• Jump straight into creating your first project.
• Skip onboarding and go to the app when you already know it.

When to use it

Use this when you need to sign in to a workspace, or when trying the demo with the built-in Owner or Timesheet accounts.

Main actions

• Sign in with a username or email and password.
• Use a one-click demo account in the demo workspace.
• Get to workspace creation if you do not have one yet.

When to use it

Use this when you need to change the credentials for your account.

Main actions

• Update your password safely.
• Keep your account access current.
• Use it whenever your security policy changes.

When to use it

Use this when you are done working or need to switch users on the same device.

Main actions

• End the current authenticated session.
• Return to the sign-in screen.
• Use it when you need to leave the workspace securely.