Engagements
Keep the agreed contract, project baseline, practice and legal entity with the delivery record.
Consultancies
Manage billable engagements with accountable delivery, staffing and financial review.
Typical roles
Also built for
- Consultancies
- Systems integrators
- Internal services teams
What changes for this team
configured at rolloutManage billable engagements with accountable delivery, staffing and financial review. Use the configured accounting system for statutory posting and reconciliation. This app supplies services operations and reviewed finance handoffs.
Time
Review work by project and require client approval where the contract calls for it.
Economics
Separate billable sources, invoices, collections and configured recognition so project margin can be explained.
Engagement to invoice for this team
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01
Scope
Time
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02
Staff
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03
Deliver
- 04
Approve time
Approval required - 05
Invoice
Engagements · Economics
Same records, same gates. The configuration changes how the process runs for this team.
Workspace previews
StatusOpenProposed
due todayStatusConfirmedActive
SubmittedYou
- ER-23969 CNS-1482
- ER-61074 CNS-3707
- ER-13125 CNS-2689
- ER-71791 CNS-3543
- ER-74792 CNS-6363
ER-23969
- Consultant
- CNS-1482
- Project
- PRJ-86199
- TotalAmount
- 19,221.87
- PolicyFlag
- None
Consultants submit ExpenseReports with ExpenseItems and receipts; policy flags (over limit, missing receipt) fire at submission.
Typical roles
Roles and permissionsRuns the services business. Owns portfolio margin, utilization, revenue backlog, and delivery health. Approves largest-tier change orders and subcontractor POs.
Runs a service line. Owns practice utilization, bench, and delivery quality. Reviews all projects in the practice, approves mid-tier change orders and subcontractor POs.
Runs one or more engagements end-to-end. Owns project plan, staffing requests, approvals, client status, change orders, and invoicing prep.
Delivery-team member. Logs time, submits expenses, completes tasks, updates own task status.
Finance operator who reviews invoices, reconciles collection outcomes and releases approved recognition journals.
Modules
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Billing
Prepare invoices from accepted delivery evidence and reconcile financial outcomes with accounting.
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Engagements
Give every client engagement a clear scope, accountable owner and delivery baseline.
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Changes and subcontractors
Control scope changes and external delivery commitments before they affect the project baseline.
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Client portal
Give clients the status and decisions relevant to their own engagements.
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Resources
Match project demand to skills and available capacity before confirming assignments.
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Timesheets
Capture time and expenses with the project context needed for independent review and billing.
Relevant reports
Reports and analyticsBillings vs Collections
Invoiced, collected, and outstanding per client and per project, aging buckets (current, 30, 60, 90+). Feeds AR follow-up.
Time Compliance
Timesheet submission and approval timeliness per consultant and per practice: submitted on time, submitted late, not submitted, average days to approve. Feeds performance conversations and close cadence.
Project Profitability
Revenue recognized vs. cost (labor at CostRate + expenses + subcontractor spend) per project, rolled up to Practice, Office, and Program. Drills into top and bottom 10% margin projects.
Common questions
All questionsHow do I get started?
Click Start now, then use Proto to configure Project Management PSA for your business. Begin with project ownership, staffing, rate policy and approval rules.
Related questionWho approves a mixed-project timesheet?
Each project’s entries need the applicable independent review before the header is approved. Practice Lead handles documented delegated exceptions.
Related questionCan clients view internal margin?
No. The client role receives permitted project context and addressed approval actions, without internal staff cost rates or cross-client financial detail.
Related questionHow are subcontractors controlled?
Use active approved purchase orders, scoped assignments and matched hours/invoices within configured not-to-exceed limits.
Related questionCan approved time be billed twice?
Billing allocations and source identifiers prevent repeated consumption. A retry returns the existing result rather than creating another invoice line.
Related questionDoes invoice release mean payment arrived?
No. Release, collection and accounting acknowledgment are separate states with their own observed evidence.
Related questionHow is revenue recognition configured?
Accounts supplies the approved recognition policy, obligations, method and inputs. Posted recognition requires observed accounting acknowledgment; the template does not certify accounting compliance.
Related questionCan internal teams use it?
Yes. Configure ChargebackCode and LegalEntity mappings for internal service delivery rather than inventing external customer invoices.
Related questionOther industries
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This page
Consultancies
Manage billable engagements with accountable delivery, staffing and financial review.
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Industry
Systems integrators
Coordinate skilled delivery teams and subcontractors across implementation engagements.
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Industry
Internal services teams
Plan internal delivery work with accountable capacity, cost and chargeback context.