JR&CO
Backlog Margin Access
Sales Dashboard · Revenue Backlog & Margin Outlook

People on this list can open the Backlog Margin tab on the Sales Dashboard (Revenue Backlog & Margin Outlook), including phased GM, fixed overhead, and the profit scenario calculator. Everyone else will not see the tab. Platform admins can always view for support.

Email allowlist

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Who can manage this list
CRM admins with admin or platform_admin on the Project Management app, plus cio via rms.sales_dashboard.manage_backlog_margin. Seeded with officer emails (CEO, COO, CIO, CFO, CSO, CRO). Table: tbl_rms_backlog_margin_access on ydgez.