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- Financial Advisory PSA
- Data model
The tables behind Financial Advisory PSA
Financial Advisory 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
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Firm and clients
Organizations, Advisors and Clients establish practice ownership, client terms and the people doing the work.
Delivery
Engagements link clients to service entries, time entries, Expenses and advisory deliverables.
Billing
Fee billings relate to advisory deliverables, while engagement fields summarize delivered and invoiced value.
Governance
Review decisions, operation receipts and compliance evidence preserve decisions, execution results and linked files.
Every table, by feature
- Clients and engagements3
- Advisor capacity3
- Time and expenses4
- Service approvals4
- Deliverables4
- Fee billing3
- Margin and evidence6
- Shared and settings1
- Clients
Client master records with ownership and billing terms.
Linked to Advisors, Organizations - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Advisors, Organizations - Organizations
Firm business units, practice groups and regional offices.
- Advisors
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Organizations
Firm business units, practice groups and regional offices.
- Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Advisors, Organizations
- Time entries
Logged consultant time by client and engagement.
Linked to Advisors, Clients, Engagements - Expenses
Reimbursable and billable engagement expenses.
Linked to Engagements, Advisors - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Advisors, Organizations - Advisors
Consultants and delivery staff with rates and capacity.
Linked to Organizations
- Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Advisors - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Advisors - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Advisors - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Advisors, Organizations
- Advisory deliverables
Contractual milestones that trigger billing.
Linked to Engagements, Advisors - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Advisors, Organizations - Advisors
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Advisors
- Fee billings
Invoices and receipts raised against milestones.
Linked to Advisory deliverables - Advisory deliverables
Contractual milestones that trigger billing.
Linked to Engagements, Advisors - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Advisors
- Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Advisors, Organizations - Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Advisors - Advisory deliverables
Contractual milestones that trigger billing.
Linked to Engagements, Advisors - Fee billings
Invoices and receipts raised against milestones.
Linked to Advisory deliverables - Compliance evidence
Files linked to records across the app.
Linked to Advisors - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Advisors
Keys and references
Keep client and engagement identifiers stable during migration. Advisor references identify managers, owners, reviewers and actors. A fee billing references its advisory deliverable; the deliverable references its engagement. Evidence stores a parent table name and record identifier, so confirm each pair against its intended source.
Migration order
- Load Organizations, Advisors and Clients with their ownership references.
- Load Engagements with client, manager, practice, dates, contract value and budget.
- Load service, time, expense and deliverable records with their engagement and advisor links.
- Load fee billings, then decision, operation and evidence history with original references.
- Reconcile sample engagement totals and open billing states before the team enters new work.
Set up Financial Advisory PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.