Separate delivery ownership, staffing, financial release and external client access.
| Role | Engagements | Resources | Timesheets | Changes and subcontractors | Billing | Client portal |
|---|---|---|---|---|---|---|
| Admin | — | — | — | — | — | — |
| Services Leader / COO | View | Approve | — | Approve | — | — |
| Practice Lead | View | Approve | Approve | Approve | — | — |
| Project Manager | Approve | View | Approve | — | Edit | — |
| Resource Manager | View | Edit | — | — | — | — |
| Consultant | Edit | View | — | View | — | — |
| Subcontractor | — | View | — | Edit | — | — |
| Client | View | — | — | View | View | View |
| Accounts | View | — | View | View | Approve | View |
Superuser with full CRUD on all tables and access to every view, report, and setting. Owns MDM governance for Clients, Consultants, Roles, skills library, Practices, Offices, and billing policies.
Runs the services business. Owns portfolio margin, utilization, revenue backlog, and delivery health. Approves largest-tier change orders and subcontractor POs.
Starts on: Utilization by Person
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.
Starts on: Pending Timesheet Approvals
Runs one or more engagements end-to-end. Owns project plan, staffing requests, approvals, client status, change orders, and invoicing prep.
Starts on: Pending Timesheet Approvals
Owns the forward capacity plan across practices. Matches open resource requests to available Consultants; tracks bench and holds firm utilization to target.
Starts on: Open Resource Requests
Delivery-team member. Logs time, submits expenses, completes tasks, updates own task status.
Starts on: My Timesheets
External contractor — scoped to projects tied to an active subcontractor PO.
External client user. Views project status, approves T&M time and expenses, approves milestones and deliverables, signs off on change orders.
Starts on: Pending Client Approvals
Finance operator who reviews invoices, reconciles collection outcomes and releases approved recognition journals.
Starts on: Invoices Awaiting Release
Start free, then use Proto to change fields, steps and approvals before your team goes live.