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- Project Management PSA
- Implementation
How a Project Management PSA rollout works
Prepare delivery ownership, rate policy and independent financial review.
Agree the operating model
Confirm practices, project ownership, billing models, rate sources, approval thresholds and external party access.
Load the baseline
Import active engagements and approved staffing, time and financial balances with canonical references.
Test complete flows
Run an engagement through scoped work capture, independent decisions, invoice preparation and finance acknowledgment, including failure cases.
Activate the team
Review role-specific views and reports, then enable approved integrations and invite the planned user group.
What the customer provides
Provide practice and legal-entity ownership, verified client contacts, consultant and supplier identity mappings, approved availability, billing and rate policies, finance-approved recognition methods, currency/tax inputs, subcontractor limits and CRM/accounting connections.
Changing it afterwards
Freeze accepted time, expense and billing source values. Material scope and policy changes invalidate affected approvals. Apply reviewed adjustments or reversals with source linkage instead of overwriting accepted history. Recheck capacity, financial reconciliation and external-access cases before wider rollout.
Set up Project Management PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.