Delivery
Which active engagements have used most of their hours budget?
- IT Services PSA
- Reports and operating questions
Reports for the questions your team asks
Read delivery value, capacity, billing and collection from source records.
Overview×
IT Services PSA · Overview
IT Services PSA dashboard
This quarter
Time entries in view
6Total hours
50Submitted
6Work date in 14 days
3Engagements by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Proposed | 40 | ||
| Active | 20 | 50% | |
| On hold | 14 | 70% | |
| Completed | 9 | 64% |
Contract value by status
Sample totals per stage
Questions to answer
Billing
Which approved service lines and milestones are waiting for an invoice step?
Collection
Which linked payments are overdue or disputed?
Capacity
Whose logged hours approach their weekly capacity?
More reports
Engagement contract consumption List
Compare contract value with delivered amount and contract consumed percent by Engagements record.
Engagement gross margin List
Compare delivered amount, delivered cost, gross margin and gross margin percent for each Engagements record.
Budget hours remaining List
Compare budget hours, logged hours and hours remaining by Engagements record.
Service approval outcomes Grouped
Group service entries by Engagement and Status, with review decisions for the recorded decision.
Milestone billing exposure List
Show service milestones Amount, invoiced payment amount and amount outstanding by status.
Collection follow-up List
Show milestone payments Amount, due date, days past due and Status.
Team utilization List
Compare team members weekly capacity hours, total hours logged, billable hours logged and utilization percent.
Expense by engagement Grouped
Group Expenses Amount by Engagement, Category and Status.
Set up IT Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.