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- Construction Projects PSA
- Connections
Connections
Plan the external finance and document handoffs around project records.
- Construction Projects PSA
- Accounting
- Payment records
- Document storage
Systems to connect
- Accounting. Match pay application amounts, receipts and project references to the organization’s finance records.
- Payment records. Reconcile a progress billing marked Received with the external payment evidence used by finance.
- Document storage. Keep file UR ls for contracts, deliverables, receipts and change orders accessible to the people reviewing them.
How connections are governed
Choose the owner of each handoff and agree the identifier used to match records. A progress billing’s pay application number and milestone reference should be checked before transfer. Keep the source status and operation result visible while external finance or document processes complete.
Set up Construction Projects PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.