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- Construction Projects PSA
- Who it's for
- Construction services firms
Construction services firms
Construction services firms can use the project as the common reference for owner commitments, field effort and commercial review. A project holds contract type, value, dates and budget hours. Crew profiles carry rates and capacity, while work packages and time entries explain what the team delivered. The Project Margin Desk gives a project-level comparison of contract, delivered and billed amounts.
How Construction Projects PSA is set up for you
Project assignment
Name the project manager and owning organization before field work begins.
Delivery review
Submit billable work packages for a guarded approval and retain the decision record.
Billing follow-up
Link progress billings to invoiced milestones and track the due date and received amount.
Construction services firms can use the project as the common reference for owner commitments, field effort and commercial review. A project holds contract type, value, dates and budget hours. Crew profiles carry rates and capacity, while work packages and time entries explain what the team delivered. The Project Margin Desk gives a project-level comparison of contract, delivered and billed amounts.
Pilot one owner relationship and an active project with a clear contract value. Add the manager, planned dates and budget hours. Ask a worker to record a work package for a completed site visit. Site Lead submits it, and Work Reviewer checks the result. The successful case should show Approved status, a review decision and an operation receipt. A package that fails the hours or project check remains Submitted with a failed result until corrected.
Record subcontractor time and any site cost on that project. Project Manager reviews the submitted lists to make sure hours and receipts belong to the right job. The commercial meeting can then compare approved delivery, logged hours and expense total against the contract baseline. Project Margin Desk provides the starting point; the underlying project and worker records explain a variance.
For a milestone-based claim, Site Lead records the deliverable summary and due date, Commercial Lead approves the billing decision, and the invoice operation checks project and amount. Billing Clerk tracks the pay application after the milestone is Invoiced. If the owner disputes a billing, its status and reference note keep the issue visible until the team records the collection outcome.
Features to start with
Roles on the team
- Admin
- Configures organization access and checks that project records and reviewers have clear ownership.
- Project Manager
- Owns project setup, field handoffs and the decision to submit work for review.
- Site Lead
- Coordinates field delivery and milestone evidence with crew members.
- Crew Member
- Records personal work and site costs against assigned projects.
- Work Reviewer
- Reviews work package outcomes and helps resolve failed submissions.
- Commercial Lead
- Reviews milestone billing and contract consumption before invoicing.
- Billing Clerk
- Tracks pay applications, due dates and received progress billings.
Set up Construction Projects PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.