Project Management – Commercials

Purpose

The Commercials section provides a consolidated financial view of the project.
It allows project managers and financial stakeholders to monitor costs, revenue, margins, and effort in real time, ensuring financial control throughout the project lifecycle.

Commercials connect project execution with financial performance, supporting informed decision-making and profitability tracking.

Access Path

Project Management → Projects → Open a Project → Commercials

The Commercials tab is available when enabled in the selected Project Process.

What Are Commercials?

Commercials represent the financial snapshot of a project, aggregating information coming from:

Work Items (cost and effort)
Assigned services and resources
Linked Proposals
Billing Plans

This tab does not create financial data; it summarizes and analyzes it.

Commercials Overview

The Commercials tab typically displays:

Contact - The main commercial or contractual contact associated with the project, typically representing the client-side point of reference.
Account - The customer or account to which the project is commercially linked.
This field defines the commercial ownership and reporting context.
Target Margin (%) – The planned margin defined for the project.
This value represents the desired profitability target and serves as a benchmark for performance tracking.

Financial & Effort Indicators

Total Cost – Aggregated internal cost of the project
Total Sell Price – Total revenue expected for the project
Effective Margin Percentage – The actual margin percentage calculated from current cost and sell price data.
Total Effort – Total planned effort across all project work items, expressed in hours

💡These values update automatically as project data changes.

Proposal-Level Commercial Breakdown

Proposal - The originating proposal that defines the commercial baseline for part or all of the project scope.
Total Cost - The total internal cost associated with this proposal, derived from planned effort and assigned rates.
Effective Margin Amount – The monetary margin generated by the proposal
Effective margin Percentage - The margin expressed as a percentage for the proposal, reflecting its individual profitability.
Net Sell Price - The net revenue expected from the proposal, excluding taxes and discounts, if applicable.
Total Effort p/ Proposal - The total planned effort associated specifically with the proposal.

Link with Proposals

Projects can be linked to one or more Proposals.

When a proposal is linked:

Commercial values may be inherited from the proposal
Pricing and margin assumptions become traceable
Alignment between Sales and Delivery is ensured

This linkage supports continuity from the sales cycle to execution.

Cost & Revenue Calculation

Commercial values are derived from:

Assigned services and resources on work items
Unit costs and quantities
Exchange rates (if applicable)
Discounts and margins defined upstream

All calculations are automatic and consistent across reporting views.

Financial Visibility & Control

The Commercials tab helps teams to:

Monitor profitability throughout execution
Detect margin erosion early
Compare planned vs effective margins
Support financial reviews and governance meetings

It acts as a single source of truth for project financial health.

Best Practices

Link projects to proposals whenever possible
Review commercials regularly, not only at project start
Monitor effective margin, not just target margin
Investigate cost increases early to avoid surprises
Ensure work items are correctly costed and assigned

Project Management – Projects (Overview)
Project Management – Work Items
Project Management – Billing Plan
Sales Management – Proposals
Project Management – Track Project Progress & KPIs

Project Management – Commercials