Profitability management

Professional services firms run on utilization and margin. But when timesheet data lives separately from the financial model, it’s hard to know which projects are profitable, which clients are worth keeping, and where your best consultants are spending their time. Planful connects resource data to your financial plan so you always know where margin is being made and where it’s being lost.

What you can do with Planful

Track hours by resource

See exactly how each consultant's time is allocated across client work, internal projects, and bench time, and how it flows through to revenue.

Analyze project margin before the engagement closes

Connect labor costs, fully-burdened rates, and project expenses to see actual margin by project, client, or service line while there's still time to act.

Model utilization across scenarios

Adjust target utilization rates and resource mix to see the impact on revenue and margin before committing to a staffing plan.

Factor in every direct cost

Include SME costs, travel, lodging, and overhead to get a complete picture of what each project actually costs to deliver.

Why teams love it

Insight into which projects are worth taking

Not every engagement is equally profitable. Without fully-burdened costs by project type, client, and service line, it’s hard to know which relationships are generating margin and which are consuming it. Planful breaks down profitability by project, client, and service line so finance can see where to invest and where to pull back.

Project costs that flow into the financial plan

Utilization reports and financial models are usually separate: one in the project management system, one in a spreadsheet. Planful connects hours and costs to revenue forecasts so the impact of a utilization change shows up in the financial plan automatically. No manual bridge, no month-end reconciliation.

Staffing decisions with margin visibility

When a new project comes in, the capacity question and the margin question are usually answered separately. Planful lets finance model different resource mixes and utilization scenarios against the project’s revenue before the team is committed. The staffing decision and the financial picture get made at the same time.

Get started with profitability management modeling

See how Planful connects professional services project delivery to the numbers that matter.