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- Project Management PSA
- Who it's for
- Internal services teams
Internal services teams
Plan internal delivery work with accountable capacity, cost and chargeback context. Internal services use configured chargeback and transfer-pricing policy. The team must supply those approved mappings and reconciliation rules before finance integrations run.
How Project Management PSA is set up for you
Scope
Identify the receiving legal entity or cost center and the internal chargeback code before activating work.
Capacity
Review assignments and timesheets with the same project ownership and independent decision rules.
Reporting
Use approved accounting mappings for internal transfers and keep internal service reporting separate from fabricated customer invoices.
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.
- Resource Manager
- Owns the forward capacity plan across practices. Matches open resource requests to available Consultants; tracks bench and holds firm utilization to target.
- 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.