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- IT Services PSA
- Data model
The tables behind IT Services PSA
IT Services 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
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Client and organization
Organizations and Clients establish the commercial owner and terms.
Delivery
Engagements connect service entries, service milestones, time entries and Expenses.
People
Team members supplies the account, engagement, service and review references.
Billing
Milestone payments links an invoice and collection to a service milestones record.
Evidence
Review decisions, operation receipts and record attachments preserve decisions and files.
Every table, by feature
- Clients and engagements4
- Service delivery5
- Time and expenses5
- Milestones and billing4
- Payments and collections3
- Team and margin5
- Shared and settings2
- Clients
Client master records with ownership and billing terms.
Linked to Team members, Organizations - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Organizations
Firm business units, practice groups and regional offices.
- Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations
- Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Team members - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members
- Time entries
Logged consultant time by client and engagement.
Linked to Team members, Clients, Engagements - Expenses
Reimbursable and billable engagement expenses.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Clients
Client master records with ownership and billing terms.
Linked to Team members, Organizations - Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations
- Service milestones
Contractual milestones that trigger billing.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Milestone payments
Invoices and receipts raised against milestones.
Linked to Service milestones - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members
- Milestone payments
Invoices and receipts raised against milestones.
Linked to Service milestones - Service milestones
Contractual milestones that trigger billing.
Linked to Engagements, Team members - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members
- Team members
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, Team members, Organizations - Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members - Time entries
Logged consultant time by client and engagement.
Linked to Team members, Clients, Engagements
Keys and references
Use the app’s record references when importing related data. A payment points to its milestone, and a service line points to its engagement and team member. Review attachment parent table and parent record identifiers together.
Migration order
- Organizations and people. Create Organizations, team members and Users.
- Clients. Import Clients with their account owners and terms.
- Engagements. Create Engagements with the client and manager references.
- Delivery. Add service entries, time entries, Expenses and service milestones.
- Billing and evidence. Add milestone payments, review decisions, operation receipts and record attachments.
Set up IT Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.