Questions, answered

Click Get started, then use Proto to configure Engineering Services PSA for your business. Pilot one Active client and engagement through a service approval, an approved milestone, invoicing and payment receipt. Reconcile each step with its linked records.

It compares contract value with delivered and billed amounts for each engagement, including realization, projected margin and over-budget signals. Open the engagement to inspect the work behind a result.

A submitted billable line with hours and an engagement passes the configured approval action. The result has a review decision and operation receipt. A failed guard leaves the line Submitted with a Failed receipt.

The Delivery Director reviews the submitted deliverable and records the billing approval under the agreed access policy. The invoice action then checks amount and engagement.

Yes. Time entries hold consultant hours, client and engagement; expenses hold amount, category, billable choice and receipt URL. Both have submitted review lists.

Use Milestones Ready To Invoice and Milestone Billing Exceptions for approved or missed milestones. Check an operation receipt when an invoice attempt fails, then correct the source record.

Finance Manager checks the bank or payment source, marks the milestone payment Received, and then checks the Payment Record operation receipt and paid date.

A client has an organization and account owner, while each engagement has its own owning organization and project manager. Agree the reporting boundary before importing shared clients.

Start with stable organization, team member and client identifiers, then load engagements and linked activity. Reconcile amounts, references and status values during a bounded pilot.

Test each role’s access, a valid and failed service approval, a valid and failed milestone invoice, and the collection receipt. Compare engagement totals with the source records.