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- IT Services PSA
- Frequently asked questions
Questions, answered
Practical answers for an IT services delivery pilot.
IT Services PSA
9 questions
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How do I get started?
Click Get started, then use Proto to configure PSA for IT Services for your business. Start with one client, one active engagement and a representative milestone.
Who owns a client engagement?
The client has an account owner. Each engagement has its own engagement manager and owning organization.
How is service work reviewed?
Submit a billable service line with hours and an engagement. The review workflow records the result and an operation receipt.
Where do failed service submissions appear?
The line stays submitted and a failed operation receipt records the attempted review.
Can time and expenses be tracked separately?
Yes. They use separate records and submitted review lists tied to an engagement.
What starts milestone invoicing?
An approved milestone with an amount and engagement can pass the invoice workflow.
How do I find billing exceptions?
Use the milestone billing exception list and inspect the related operation receipt.
How are collections recorded?
A payment linked to a milestone can be marked received after confirmation, producing a payment operation receipt.
Can leaders see margin and capacity?
Engagement Margin Desk compares contract, delivery and billed amounts. Team member records show capacity and utilization.
Set up IT Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.