Productive has a standard set of roles with different permissions which you can assign to various employees in your organization.

To be even more specific, now you can add the role of Profitability Manager, a person who is a bit higher in the hierarchy than the Manager. What does that mean?

Compared to Managers, Profitability Managers can see two key metrics:

  • Profit of the whole organization

  • Profits and revenue on budgets

Profitability Mangers still can't see cost rates and overall organizational settings.

As a side to side comparison, let's take a look at what a budget overview looks like to a manager in Productive:

They can see the total and remaining budget amount, worked time, billable time, and how much is left to invoice. 

Now let's see how the same budget would look to a Profitability Manager:

Notice that we now have two tabs available: Budgeting and Profitability. The Budgeting tab holds the information available to the managers, but the Profitability tab is available only to the role of Profitability manager and above. In the Profitability tab, we have a different set of data that showcases the project's profitability. Specifically, the Time column refers to all of the time spent on the project (even if it is not billable to the client), the Profit column shows the project's profit, and the Invoicing column is naturally the same as it is in the Budgeting view.

To assign a Profitability Manager role to a person, follow the steps to change permissions

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