Checks built in
What Project Management PSA enforces at each step.
- Preserve the source opportunity identity across retries.
- Reject conflicting or out-of-scope assignments.
- Keep project, phase and task references consistent.
- Project Management PSA
- Process
- Opportunity to staffed engagement
Opportunity to staffed engagement
Turn a confirmed client opportunity into a scoped project with reviewed staffing.
Step by step
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Confirm engagement Project Manager
When a CRM Opportunity reaches closed won, the integration fires a project-creation handoff. The PM selects a project template and a billing policy, confirms Client/Program/Practice/Office, sets contract value, billing model (TM / fixed fee / Milestone / Retainer), start date, end date, and budget hours/budget cost. Source opportunity is stored for traceback. The Project lands in Status: Planning.
- Record the authorized CRM handoff and project scope
- Updates Projects, Project templates, Billing policies
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Staff the work Resource Manager
PM creates resource requests for each Role needed, with required skills, dates, and allocation %. Requests go to the Resource Manager, who searches available Consultants matching Role + Skills + utilization target, proposes candidates, and on confirmation creates resource assignments (Status: Soft → Confirmed → Active). Assignments snapshot the effective bill rate. Where internal capacity is short, a subcontractor PO is issued (routed for approval per firm’s delegation-of-authority matrix) and the sub is added as a resource assignment with Subcontractor set.
- Confirm eligible capacity and assignment terms
- Updates Resource requests, Resource assignments
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Set the baseline Project Manager
PM populates project phases (seeded from project template), project tasks, and task dependencies. Milestone amounts are set on phases if billing model = Milestone. Initial risk register is established; baseline is locked. Project advances to Status: Active at kickoff. Kickoff project status report goes out via client portal.
- Activate the reviewed delivery plan
- Updates Project phases, Project tasks, Task dependencies
Who does what
Roles and permissions- 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.
- 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.
Set up Project Management PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.