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- Engineering Services PSA
- Who it's for
- Engineering consultancies
Engineering consultancies
Engineering consultancies often deliver several kinds of client work at once. The same team may prepare a fixed-fee design package, record time-and-materials support and maintain a longer retainer. Give each engagement its own type, project manager, contract value, budget hours and dates while keeping the client account stable.
How Engineering Services PSA is set up for you
Design packages
Use milestones with deliverable summaries and due dates to identify the accepted billing point.
Advisory hours
Use service entries to describe billable work and time entries to capture the consultant effort behind it.
Commercial review
Compare delivered and invoiced amounts with cost and budget in the Engagement Margin Desk.
Client continuity
Keep account owner and billing terms on the client while each project manager controls a particular engagement.
Engineering consultancies often deliver several kinds of client work at once. The same team may prepare a fixed-fee design package, record time-and-materials support and maintain a longer retainer. Give each engagement its own type, project manager, contract value, budget hours and dates while keeping the client account stable.
A design team can submit a service line for a feasibility review after recording the hours and engagement. The approval action moves an eligible billable line to Approved and leaves a failed one Submitted with an operation receipt. Delivery Director can then review whether an approved milestone reflects the delivered package. Finance Manager follows the invoice and its due payment from that same milestone.
Start with one Active client, one Active engagement, a few engineers and a milestone tied to a deliverable. Set the organization's service line and the client's billing terms. Enter one service line that passes approval and one that fails because an engagement is missing. Check the decision and receipt trail. Then approve a valid milestone, run its invoice action, record its payment and compare the engagement's delivered, approved and invoiced values. Use the linked records to agree where the team needs a regular review meeting.
[Plan the first cycle](/engineering-services-psa/implementation).
Features to start with
Engagements and margin
Connect contract value and budget to delivered, approved and billed work.
Team capacity and evidence
Review consultant capacity and preserve decision and operation evidence.
Clients and organizations
Keep client ownership, billing terms and delivery units aligned before work begins.
Roles on the team
- Admin
- Configures access, master records and review ownership across the app.
- Client Manager
- Maintains client identity, account ownership and billing terms before an engagement is opened.
- Engagement Manager
- Owns engagement scope, delivery review and the handoff to milestone billing.
- Engineer
- Records work and supporting evidence for assigned engagements.
- Delivery Director
- Reviews milestone readiness and the commercial position of engagements.
- Finance Manager
- Maintains milestone payment records and follows invoiced and outstanding amounts.
Set up Engineering Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.