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- Construction Projects PSA
- Implementation
How a Construction Projects PSA rollout works
Start with one real job and rehearse approval, invoice and receipt outcomes.
Set the operating scope
Choose the owner, project, project manager and team who will run the first cycle.
Prepare core records
Enter organization, crew, owner and project details with contract value, dates and budget hours.
Configure decisions
Assign work review, milestone approval and billing responsibilities; check the planned permissions.
Rehearse delivery
Submit a valid and invalid work package, then compare status, decision and operation results.
Rehearse billing
Approve a milestone, test a failed invoice guard, create a linked progress billing and record a collection.
Review the project
Open Project Margin Desk, verify its project context and resolve any source record errors.
What the customer provides
Provide owner contacts and billing terms, an active project with contract value and schedule, crew details and rates, milestone amounts and due dates, and the evidence used in work and billing review. Identify who will decide packages, milestones and collection follow-up.
Changing it afterwards
Review a change to project value, rates or billing terms with the accountable owner before using it in a live commercial decision. Keep the original work, decision and operation records available when correcting an exception. Rehearse changes on a representative project before the next billing cycle.
Set up Construction Projects PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.