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- Project Management PSA
- Who it's for
- Consultancies
Consultancies
Manage 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.
How Project Management PSA is set up for you
Engagements
Keep the agreed contract, project baseline, practice and legal entity with the delivery record.
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.
Features to start with
Roles on the team
- Services Leader / COO
- Runs the services business. Owns portfolio margin, utilization, revenue backlog, and delivery health. Approves largest-tier change orders and subcontractor POs.
- Practice Lead
- 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.
- Project Manager
- Runs one or more engagements end-to-end. Owns project plan, staffing requests, approvals, client status, change orders, and invoicing prep.
- Consultant
- Delivery-team member. Logs time, submits expenses, completes tasks, updates own task status.
- Accounts
- Finance operator who reviews invoices, reconciles collection outcomes and releases approved recognition journals.
Set up Project Management PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.