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- Construction Projects PSA
- Who it's for
- General contractors
General contractors
General contractors need a project record that the site and commercial teams both recognize. The owner account, project manager, contract value, budget hours and dates establish the job. Site leads can track milestone outcomes while workers record delivered packages, time and site costs. Commercial Lead sees the billing and margin position from the same project context.
How Construction Projects PSA is set up for you
Owner handoff
Keep the primary contact and billing terms on the owner account, then attach the active project to it.
Site delivery
Give each milestone a named owner, due date, amount and deliverable summary.
Commercial review
Check approved work and invoiced milestones before discussing contract consumption or a disputed claim.
General contractors need a project record that the site and commercial teams both recognize. The owner account, project manager, contract value, budget hours and dates establish the job. Site leads can track milestone outcomes while workers record delivered packages, time and site costs. Commercial Lead sees the billing and margin position from the same project context.
Start with one active owner and one job with a known contract value. Enter the current schedule and budget hours, then choose a site milestone with an upcoming due date. Have a crew member record a work package and time on that project. Site Lead submits the package. Work Reviewer checks its decision and operation receipt. Commercial Lead can then approve the milestone, inspect the invoice outcome and hand the billing to Billing Clerk.
During the pilot, use Project Margin Desk to compare the job's contract value, delivered amount and billed amount. Drill into the project when an over-budget signal appears. The manager should find the relevant worker time, work packages and expenses before changing the commercial position. If a milestone is approved but remains in the ready-to-bill list, inspect its operation receipt for a failed project or amount check.
A pay application that is overdue or disputed belongs in the billing follow-up list. Project Manager can provide site evidence while Billing Clerk maintains the claim and due date. Keep the owner discussion in the progress billing reference note so collection status can be read with context.
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.