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- PSA for Managed Service Providers
- Data model
The tables behind PSA for Managed Service Providers
PSA for Managed Service Providers 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
Client and organization
Clients and Organizations identify the account, owning team and commercial terms. Engineers belong to a service team.
Agreement
Managed service agreements connects the client, manager and owning organization to the contract baseline.
Delivery
Recurring service entries, time entries and Expenses carry the work and cost tied to an agreement.
Billing
Milestones carry contractual events; monthly billing records invoice and collection progress for each milestone.
Evidence
Review decisions, operation receipts and record attachments make decisions, outcomes and files traceable.
Access
Users holds user identity and role values.
Every table, by feature
- Clients and agreements3
- Service delivery4
- Time and expenses5
- Milestones4
- Billing and collections4
- Margin and capacity6
- Review evidence6
- Shared and settings1
- Clients
Client master records with ownership and billing terms.
Linked to Engineers, Organizations - Managed service agreements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Engineers, Organizations - Organizations
Firm business units, practice groups and regional offices.
- Recurring service entries
Delivered service lines billed against an engagement.
Linked to Managed service agreements, Engineers - Managed service agreements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Engineers, Organizations - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Engineers - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Engineers
- Time entries
Logged consultant time by client and engagement.
Linked to Engineers, Clients, Managed service agreements - Expenses
Reimbursable and billable engagement expenses.
Linked to Managed service agreements, Engineers - Engineers
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Managed service agreements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Engineers, Organizations - Record attachments
Files linked to records across the app.
Linked to Engineers
- Milestones
Contractual milestones that trigger billing.
Linked to Managed service agreements, Engineers - Managed service agreements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Engineers, Organizations - Monthly billing
Invoices and receipts raised against milestones.
Linked to Milestones - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Engineers
- Monthly billing
Invoices and receipts raised against milestones.
Linked to Milestones - Milestones
Contractual milestones that trigger billing.
Linked to Managed service agreements, Engineers - Managed service agreements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Engineers, Organizations - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Engineers
- Managed service agreements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Engineers, Organizations - Engineers
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Recurring service entries
Delivered service lines billed against an engagement.
Linked to Managed service agreements, Engineers - Time entries
Logged consultant time by client and engagement.
Linked to Engineers, Clients, Managed service agreements - Expenses
Reimbursable and billable engagement expenses.
Linked to Managed service agreements, Engineers - Milestones
Contractual milestones that trigger billing.
Linked to Managed service agreements, Engineers
- Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Engineers - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Engineers - Record attachments
Files linked to records across the app.
Linked to Engineers - Recurring service entries
Delivered service lines billed against an engagement.
Linked to Managed service agreements, Engineers - Milestones
Contractual milestones that trigger billing.
Linked to Managed service agreements, Engineers - Monthly billing
Invoices and receipts raised against milestones.
Linked to Milestones
Keys and references
Use the client and agreement references on delivery records to keep work in the correct commercial context. A milestone references its agreement; a monthly billing record references its milestone. Engineers are referenced by delivery, time, expense, decision and receipt records. Record attachments identifies its parent by table name and record identifier, so both values must point to the intended subject.
Migration order
- Load Organizations and Engineers, then Clients with their account owners and owning service teams.
- Load managed service agreements with client, manager and organization references.
- Load recurring service entries, time entries and Expenses against the correct agreements.
- Load Milestones, then monthly billing with its milestone references.
- Bring in review decisions, operation receipts and record attachments with their subject links.
- Review Users and access after the record owners are in place.
Set up PSA for Managed Service Providers your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.