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- Marketing Agency PSA
- Data model and import order
The tables behind Marketing Agency PSA
Marketing Agency PSA ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Clients and agency structure:
Client accounts, Organizations, team members and Users identify account ownership, divisions and staff.
Engagement delivery:
Engagements, service entries and creative deliverables hold the client commitment and delivered work.
Time and expense:
Time entries and Expenses connect staff effort and costs to engagements.
Billing and evidence:
Deliverable payments, review decisions, operation receipts and record attachments retain financial and review context.
Every table, by feature
- Client relationships4
- Engagement planning4
- Service delivery5
- Creative delivery5
- Time and expenses5
- Billing and collections4
- Capacity and margin5
- Shared and settings2
- Client accounts
Client master records with ownership and billing terms.
Linked to Team members, Organizations - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Client accounts, Team members, Organizations - Team members
Agency delivery staff with rates and capacity.
Linked to Organizations - Organizations
Agency divisions, business units and regional offices.
- Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Client accounts, Team members, Organizations - Client accounts
Client master records with ownership and billing terms.
Linked to Team members, Organizations - Team members
Agency delivery staff with rates and capacity.
Linked to Organizations - Organizations
Agency divisions, business units and regional offices.
- Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Client accounts, Team members, Organizations - Team members
Agency delivery staff with rates and capacity.
Linked to Organizations - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Team members - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members
- Creative deliverables
Creative deliverables that trigger billing.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Client accounts, Team members, Organizations - Team members
Agency delivery staff with rates and capacity.
Linked to Organizations - Deliverable payments
Invoices and receipts raised against creative deliverables.
Linked to Creative deliverables - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members
- Time entries
Logged delivery time by client and engagement.
Linked to Team members, Client accounts, Engagements - Expenses
Reimbursable and billable engagement expenses.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Client accounts, Team members, Organizations - Team members
Agency delivery staff with rates and capacity.
Linked to Organizations - Client accounts
Client master records with ownership and billing terms.
Linked to Team members, Organizations
- Deliverable payments
Invoices and receipts raised against creative deliverables.
Linked to Creative deliverables - Creative deliverables
Creative deliverables that trigger billing.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Client accounts, Team members, Organizations - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members
- Team members
Agency delivery staff with rates and capacity.
Linked to Organizations - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Client accounts, Team members, Organizations - Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members - Time entries
Logged delivery time by client and engagement.
Linked to Team members, Client accounts, Engagements - Expenses
Reimbursable and billable engagement expenses.
Linked to Engagements, Team members
Keys and references
Use stable client, engagement, member, service, deliverable and payment codes. Resolve each reference by its source identifier before importing dependent records. A payment points to a creative deliverable; a creative deliverable points to an engagement; an engagement points to a client. Review decisions reference their subject and reviewer. Keep attached files associated with their parent table and record identifier.
Migration order
- Load Organizations, Users, team members and client accounts with reviewed ownership.
- Load Engagements with clients, managers, contract values, dates and budgets.
- Load service entries, time entries, Expenses and creative deliverables against the correct engagements.
- Load deliverable payments, review decisions, operation receipts and record attachments with source identifiers.
- Reconcile delivered amounts, payment states and access on a pilot engagement before widening use.
Set up Marketing Agency PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.