These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Construction Projects PSA
- Data model
The tables behind Construction Projects PSA
Construction Projects PSA ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Owner and organization:
Organizations, clients owners and crew and subcontractors identify who owns and performs the work.
Project delivery:
Projects connect work packages, site milestones, subcontractor time and site expenses.
Commercial handoff:
Progress billings reference site milestones; project rollups summarize delivered and invoiced amounts.
Evidence:
Review decisions, operation receipts and record attachments hold decisions, outcomes and files.
Every table, by feature
- Project and owner setup4
- Field work and milestones5
- Crew time and site costs4
- Review and evidence5
- Progress billing4
- Commercial oversight6
- Shared and settings1
- Organizations
Firm business units, practice groups and regional offices.
- Clients owners
Client and owner accounts with contacts, billing terms and project counts.
Linked to Crew and subcontractors, Organizations - Projects
Construction projects with contract value, schedule, budget hours and realized gross margin.
Linked to Clients owners, Crew and subcontractors, Organizations - Crew and subcontractors
Site crew and subcontractors with roles, bill rates, cost rates and utilization.
Linked to Organizations
- Projects
Construction projects with contract value, schedule, budget hours and realized gross margin.
Linked to Clients owners, Crew and subcontractors, Organizations - Work packages
Delivered work packages for each project with hours, rates, approval status and billing amounts.
Linked to Projects, Crew and subcontractors - Site milestones
Site milestones with due dates, amounts, approval status and billing readiness.
Linked to Projects, Crew and subcontractors - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Crew and subcontractors - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Crew and subcontractors
- Crew and subcontractors
Site crew and subcontractors with roles, bill rates, cost rates and utilization.
Linked to Organizations - Subcontractor time
Subcontractor and crew time logged against projects and clients, with billable and non-billable hours.
Linked to Crew and subcontractors, Clients owners, Projects - Site expenses
Site and travel expenses charged to projects, with billable amounts and approval status.
Linked to Projects, Crew and subcontractors - Projects
Construction projects with contract value, schedule, budget hours and realized gross margin.
Linked to Clients owners, Crew and subcontractors, Organizations
- Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Crew and subcontractors - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Crew and subcontractors - Record attachments
Files linked to records across the app.
Linked to Crew and subcontractors - Work packages
Delivered work packages for each project with hours, rates, approval status and billing amounts.
Linked to Projects, Crew and subcontractors - Site milestones
Site milestones with due dates, amounts, approval status and billing readiness.
Linked to Projects, Crew and subcontractors
- Site milestones
Site milestones with due dates, amounts, approval status and billing readiness.
Linked to Projects, Crew and subcontractors - Progress billings
Progress billings raised against site milestones, with due dates, payment status and receipts.
Linked to Site milestones - Projects
Construction projects with contract value, schedule, budget hours and realized gross margin.
Linked to Clients owners, Crew and subcontractors, Organizations - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Crew and subcontractors
- Projects
Construction projects with contract value, schedule, budget hours and realized gross margin.
Linked to Clients owners, Crew and subcontractors, Organizations - Work packages
Delivered work packages for each project with hours, rates, approval status and billing amounts.
Linked to Projects, Crew and subcontractors - Subcontractor time
Subcontractor and crew time logged against projects and clients, with billable and non-billable hours.
Linked to Crew and subcontractors, Clients owners, Projects - Site expenses
Site and travel expenses charged to projects, with billable amounts and approval status.
Linked to Projects, Crew and subcontractors - Site milestones
Site milestones with due dates, amounts, approval status and billing readiness.
Linked to Projects, Crew and subcontractors - Progress billings
Progress billings raised against site milestones, with due dates, payment status and receipts.
Linked to Site milestones
Keys and references
A Projects record references clients owners, crew and subcontractors for its manager, and Organizations. Field activity and site milestones reference Projects. Progress billings reference site milestones. Record attachments use parent table name and parent record id to identify their parent; confirm those values during migration.
Migration order
- Load Organizations and crew and subcontractors.
- Load clients owners and Projects with their account, manager and organization references.
- Load site milestones, work packages, subcontractor time and site expenses against the project.
- Load progress billings against milestones, then related review decisions, operation receipts and record attachments.
- Check record counts, required names, references and project totals before operational use.
Set up Construction Projects PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.