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- Engineering Services PSA
- Who it's for
- Project delivery teams
Project delivery teams
A project delivery team needs a common account of what was promised, what was worked and what can be billed. Engagements hold the contract and budget. Team members record time and service entries against that engagement, while expenses capture travel, software or other outlay. Milestones connect deliverables to an amount and a later payment record.
How Engineering Services PSA is set up for you
Daily work
Engineers submit dated time and describe delivered service lines with hours and rates.
Manager attention
Submitted time and expenses appear in their review lists with the engagement visible.
Delivery checkpoint
A milestone owner records the deliverable summary and due date before billing approval.
Collection follow-up
Finance Manager watches Overdue and Disputed payment states and compares received value with outstanding amount.
A project delivery team needs a common account of what was promised, what was worked and what can be billed. Engagements hold the contract and budget. Team members record time and service entries against that engagement, while expenses capture travel, software or other outlay. Milestones connect deliverables to an amount and a later payment record.
For a time-and-materials engagement, the project manager can compare logged hours with budget and approved service amount with invoiced service amount. For a milestone engagement, Delivery Director checks the submitted deliverable before approving it. The invoice workflow then checks amount and engagement; it leaves an invalid approved milestone in place with a Failed receipt. This makes the exception available for correction before Finance Manager relies on it.
Pick an engagement that has a known client, project manager and team. Enter a week of time, one expense with receipt URL and service work with the billable flag set. Review the submitted records using the team roles. Prepare a milestone for a completed deliverable, approve it, run invoicing and create the related payment entry. Compare the service, milestone and payment figures with the contract value in Engagement Margin Desk. Resolve discrepancies in the underlying records before presenting the commercial picture to a client.
[See the delivery path](/engineering-services-psa/processes/engagement-to-service-review).
Features to start with
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.