Scope
Identify the receiving legal entity or cost center and the internal ChargebackCode before activating work.
Internal services teams
Plan internal delivery work with accountable capacity, cost and chargeback context.
Also built for
- Consultancies
- Systems integrators
- Internal services teams
What changes for this team
configured at rolloutPlan 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.
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.
Engagement to invoice for this team
-
01
Scope
Scope · Capacity · Reporting
-
02
Staff
-
03
Deliver
- 04
Approve time
Approval required - 05
Invoice
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.
Owns the forward capacity plan across practices. Matches open ResourceRequests to available Consultants; tracks bench and holds firm utilization to target.
Finance operator who reviews invoices, reconciles collection outcomes and releases approved recognition journals.
Modules
-
Engagements
Give every client engagement a clear scope, accountable owner and delivery baseline.
-
Billing
Prepare invoices from accepted delivery evidence and reconcile financial outcomes with accounting.
-
Changes and subcontractors
Control scope changes and external delivery commitments before they affect the project baseline.
-
Client portal
Give clients the status and decisions relevant to their own engagements.
-
Resources
Match project demand to skills and available capacity before confirming assignments.
-
Timesheets
Capture time and expenses with the project context needed for independent review and billing.
Relevant reports
Reports and analyticsUtilization & Bench
Billable hours ÷ capacity hours per consultant, rolled up to Role, Practice, Office, and firm total. Split into billable, non-billable chargeable (training, pre-sales), and bench. Forward 12-week view alongside trailing 13.
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.
Budget vs Actual per Project
Per project: budget hours vs. actual, budget cost vs. actual, burn curve (earned value style), and variance at completion estimate.
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 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 questionCan internal teams use it?
Yes. Configure ChargebackCode and LegalEntity mappings for internal service delivery rather than inventing external customer invoices.
Related questionOther industries
-
Industry
Consultancies
Manage billable engagements with accountable delivery, staffing and financial review.
-
Industry
Systems integrators
Coordinate skilled delivery teams and subcontractors across implementation engagements.
-
This page
Internal services teams
Plan internal delivery work with accountable capacity, cost and chargeback context.