Projects, Services & People · Documentation
Portfolio Mgmt
Project portfolios, billing schedules, rate cards, and margin snapshots — services delivery that bills through the ledger.
Overview
Portfolios, billing, rates, and margins. Project portfolios, billing schedules, rate cards, and margin snapshots — services delivery that bills through the ledger.
Who it's for. Professional-services and portfolio teams tracking margin.
Capability reference
2 capabilities ship in this module. Each is a live surface in the app.
- Portfolios
- Projects
How it connects
Portfolio Mgmt shares the platform's single database — the same customers, items, orders, and audit trail as the rest. Related modules: Development Projects · Learning · Employees.