Staffing
Match ResourceRequests to skills and availability before confirming assignments.
Systems integrators
Coordinate skilled delivery teams and subcontractors across implementation engagements.
Typical roles
Also built for
- Consultancies
- Systems integrators
- Internal services teams
What changes for this team
configured at rolloutCoordinate skilled delivery teams and subcontractors across implementation engagements. A project plan does not authorize every external commitment. Keep purchase-order and change decisions linked to their own source evidence.
Changes
Capture amount, hours and date changes with independent internal and required client decisions.
External work
Keep subcontractor time and invoices within approved purchase-order scope and not-to-exceed limits.
Engagement to invoice for this team
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01
Scope
Changes
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02
Staff
Staffing
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03
Deliver
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Approve time
Approval requiredExternal work
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Invoice
Same records, same gates. The configuration changes how the process runs for this team.
Workspace previews
StatusOpenProposed
due todayStatusConfirmedActive
StatusPendingInternalPendingClient
Typical roles
Roles and permissionsRuns 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.
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.
External contractor — scoped to projects tied to an active SubcontractorPO.
Modules
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Changes and subcontractors
Control scope changes and external delivery commitments before they affect the project baseline.
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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.
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Engagements
Give every client engagement a clear scope, accountable owner and delivery baseline.
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Billing
Prepare invoices from accepted delivery evidence and reconcile financial outcomes with accounting.
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Client portal
Give clients the status and decisions relevant to their own engagements.
Relevant reports
Reports and analyticsSubcontractor Spend
Spend per subcontractor, rolled up to project and practice, with on-sell margin (ClientBillRate − PayRate) × hours. Flags POs trending against NotToExceed.
Change Order Impact
Sum of approved ChangeOrders per project with AmountDelta and HoursDelta, categorized by Type. Highlights projects where change orders now exceed baseline.
Billings vs Collections
Invoiced, collected, and outstanding per client and per project, aging buckets (current, 30, 60, 90+). Feeds AR follow-up.
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 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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Industry
Consultancies
Manage billable engagements with accountable delivery, staffing and financial review.
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This page
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.