Which engagements need a margin review?
Compare contract value with delivered value, delivered cost and gross margin.
- Engineering Services PSA
- Reports and operational decisions
Reports for the questions your team asks
Read delivery value, billing readiness, collection and consultant capacity together.
Overview×
Engineering Services PSA · Overview
Engineering Services PSA dashboard
This quarter
Expenses in view
6Total amount
3,510Travel
2Meals
1Engagements by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Proposed | 40 | ||
| Active | 28 | 70% | |
| On hold | 13 | 46% | |
| Completed | 6 | 46% |
Engagements by status
Sample counts per stage
Questions to answer
Which service work is ready for billing?
Examine Approved service lines and the difference between approved and invoiced values.
Which milestones can be invoiced?
Review approved milestones with their amount, engagement and billing readiness.
Where is collection delayed?
Compare invoice due dates, payment status, received value and outstanding amount.
Where is capacity tight?
Compare logged and billable hours with each team member's weekly capacity.
Which expenses need a decision?
Group submitted outlay by engagement and category.
More reports
Engagement margin List
Compare contract value, delivered amount, delivered cost and gross margin by engagement.
Service approval queue List
Show submitted service lines with hours, billable flag and engagement.
Approved service value List
Compare approved and invoiced service amounts by engagement.
Milestone billing readiness List
Show approved milestones with amount, engagement, due date and billing readiness.
Milestone collections List
Compare invoiced milestone payment amounts with received amounts and outstanding value.
Time by consultant List
Compare logged and billable hours by team member and engagement.
Expense exposure List
Summarize billable expenses by engagement, category and status.
Capacity and utilization List
Compare logged billable hours, total hours and weekly capacity by team member.
Set up Engineering Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.