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- Engineering Services PSA
- Process
- Time and expense review
Time and expense review
Consultant time and expense records explain part of the cost of delivering an engagement. The person entering an item chooses the engagement and supplies enough date, amount or hour detail for a reviewer to decide whether it belongs there.
Step by step
-
Work capture Engineer
Engineer records the work date, hours, billable choice, client, engagement and notes on the time entry.
- Attributes dated hours
- Updates Time entries, Team members, Clients, Engagements
-
Expense capture Engineer
Engineer records a dated amount, category, receipt URL, billable choice and engagement on an expense.
- Attributes outlay and receipt
- Updates Expenses, Engagements, Team members
-
Submission Engineer
Engineer moves ready items from Draft to Submitted for manager review.
- Moves ready items to review
- Updates Time entries, Expenses
-
Manager review Engagement Manager
Engagement Manager checks the relationship, evidence and terms, then records Approved or Rejected on each submitted record.
- Records the status decision
- Updates Time entries, Expenses
ApprovalA person approves before the work moves on. -
Finance follow-up Finance Manager
Finance Manager uses approved expense and time context when checking billed and reimbursed amounts.
- Checks billable and reimbursement context
- Updates Expenses, Engagements
Who does what
Roles and permissions- Engineer
- Records time and expenses; Engagement Manager decides submitted items; Finance Manager follows commercial treatment; Admin tests access.
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