Worksheet

Project margin worksheet

One row per active project, with the contract type, hours estimated and used, change requests raised and approved, and the amount invoiced against the amount earned. Fill it in at each month-end. Any project where hours used outrun invoices is where margin is leaking.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Where a Software Services Firm Loses Margin Between Timesheet and Invoice”, www.gullysystem.com/blog/where-a-software-services-firm-loses-margin-between-timesheet-and-invoice