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- IT Services PSA
- Who it's for
- Technical consultancies
Technical consultancies
A technical consultancy can use a time and materials engagement to track specialist delivery against a client commitment. Account Manager records the client terms and engagement proposal. Engagement Manager confirms the budget and dates, while Delivery Director reviews margin and capacity as work accumulates.
How IT Services PSA is set up for you
People and rates
Team member records hold role, bill rate, cost rate, weekly capacity and delivery organization. Use those values when comparing effort with the commercial plan.
Service value
Consultants submit billable service lines with hours and an engagement. Accepted lines enter Approved Not Invoiced; the review decision and operation receipt show how each line reached that list.
Time and costs
Time entries and expenses remain separate from service lines. A submitted expense carries category, amount and receipt URL, and each record points to its engagement.
Margin review
Engagement Margin Desk compares contract value with delivered and billed amounts and shows margin and over budget signals. Open the engagement to inspect the source figures before changing assignments.
A technical consultancy can use a time and materials engagement to track specialist delivery against a client commitment. Account Manager records the client terms and engagement proposal. Engagement Manager confirms the budget and dates, while Delivery Director reviews margin and capacity as work accumulates.
Start with a client advisory engagement staffed by a senior engineer. Record contract value, budget hours and delivery dates, then enter that engineer’s weekly capacity and rates. Submit a service line, time entry and travel expense against the same engagement. Confirm that the service review advances only the valid billable line. Later, compare delivered amount and cost with approved and invoiced service amounts in Engagement Margin Desk. If logged hours approach capacity, Engagement Manager checks the engineer’s time records and planned engagement dates before assigning more work.
Features to start with
Roles on the team
- Account Manager
- Owns client details and the commercial engagement proposal.
- Engagement Manager
- Coordinates delivery, reviews service exceptions and prepares milestones.
- Consultant
- Records their delivered service, hours and reimbursable costs.
Set up IT Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.