Checks built in
What Project Management PSA enforces at each step.
- No actor approves their own submitted work.
- Mixed-project time needs every applicable project review.
- A required client decision remains separate from internal approval.
- Project Management PSA
- Process
- Time capture to billing eligibility
Time capture to billing eligibility
Review time and expenses before they enter a client invoice.
Step by step
-
Capture work Consultant
Consultants log daily time against project tasks on a weekly Timesheet. Subcontractors post time entries under their active subcontractor PO. Consultants submit expense reports with expense items and receipts; policy flags (over limit, missing receipt) fire at submission. Timesheets and expense reports move Draft → Submitted.
- Submit scoped time and expense evidence
- Updates Timesheets, Time entries, Expense reports, Expense items
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Review the work Project Manager
PM independently approves time entries within their project scope; the Timesheets header becomes Approved only after every project portion is accepted. Expense reports retain their own independent project review. Practice Lead handles escalations and cross-project exceptions. For T&M projects with client-approved time, approved hours auto-create a client approval request against the client portal; on client approval, time entries become invoice-eligible. Approved expense reports pay out through payroll/AP integration.
- Approve each project portion and required client acceptance
- Updates Timesheets, Client approvals
ApprovalA person approves before the work moves on. -
Prepare eligible billing Accounts
Accounts or PM runs the period invoice workflow. T&M Invoices accumulate approved billable time entries and expense items in the period. Milestone Invoices fire on project phase status = Complete and an approved client approval for the phase’s milestone amount. Fixed-fee Invoices follow the contract billing schedule (e.g. 30 / 30 / 40) independent of time. Retainer billing policies draw down a retainer pool against logged hours or flat monthly fees. Draft Invoices route through PM review → Accounts → client send (Draft → pending approval → Sent). AR handles cash application through the accounting GL integration; amount paid rolls up.
- Consume approved billable sources once
- Updates Invoices, Invoice line items
Who does what
Roles and permissions- Consultant
- Project Manager, Practice Lead, Accounts, Client (portal, read-only).
Set up Project Management PSA your way.
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