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- Engineering Services PSA
- Data model and import order
The tables behind Engineering Services PSA
Engineering Services PSA ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Clients and organizations:
Clients, Organizations and team members establish account, service unit and owner context.
Engagements and margin:
Engagements join client commitments to project ownership, service, time, expenses and milestones.
Service delivery:
Service entries, review decisions and operation receipts show delivered lines and approval results.
Time and expenses:
Time entries and Expenses attach hours and outlay to an engagement and team member.
Milestones and billing:
Milestones and milestone payments connect deliverable approval, invoice status and collection.
Team capacity and evidence:
Team members, record attachments, review decisions and operation receipts retain people, files and results.
Every table, by feature
- Clients and organizations4
- Engagements and margin7
- Service delivery5
- Time and expenses5
- Milestones and billing4
- Team capacity and evidence7
- Shared and settings1
- Clients
Client master records with ownership and billing terms.
Linked to Team members, Organizations - Organizations
Firm business units, practice groups and regional offices.
- Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations
- Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Clients
Client master records with ownership and billing terms.
Linked to Team members, Organizations - Organizations
Firm business units, practice groups and regional offices.
- Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members - Time entries
Logged consultant time by client and engagement.
Linked to Team members, Clients, Engagements - Expenses
Reimbursable and billable engagement expenses.
Linked to Engagements, Team members - Milestones
Contractual milestones that trigger billing.
Linked to Engagements, Team members
- Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Team members - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members
- Time entries
Logged consultant time by client and engagement.
Linked to Team members, Clients, Engagements - Expenses
Reimbursable and billable engagement expenses.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Clients
Client master records with ownership and billing terms.
Linked to Team members, Organizations - Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations
- Milestones
Contractual milestones that trigger billing.
Linked to Engagements, Team members - Milestone payments
Invoices and receipts raised against milestones.
Linked to Milestones - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members
- Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Organizations
Firm business units, practice groups and regional offices.
- Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Team members - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members - Record attachments
Files linked to records across the app.
Linked to Team members - Time entries
Logged consultant time by client and engagement.
Linked to Team members, Clients, Engagements - Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members
Keys and references
Use stable codes for clients, engagements, team members, milestones, payments and service entries. Load references to existing records rather than matching by display name. An engagement references a client, project manager and owning organization. Service, time and expense entries reference the engagement and team member. A payment references its milestone, which references its engagement. Record attachments identifies its parent by table name and record ID; confirm both when importing files.
Keep service status separate from the operation receipt result. A failed approval guard leaves the service entry Submitted. A failed invoice guard leaves the milestone Approved. The receipt records the attempt, while the source record retains the business state.
Migration order
- Load Organizations, Users and team members with rates and capacity.
- Load Clients with account owners, billing terms and organization links.
- Load Engagements with client, project manager, owning organization, value, budget and dates.
- Load service entries, time entries, Expenses and Milestones with their references.
- Load milestone payments, record attachments and historical decision and receipt evidence, then reconcile totals and status distributions.
Set up Engineering Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.