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- Management Consulting PSA
- Data model
The tables behind Management Consulting PSA
Management Consulting 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
Clients and engagements
Clients holds the commercial relationship; Engagements holds each assignment's contract value, dates, manager and budget.
People and practice
Organizations groups the firm; team members carries roles, rates and capacity.
Delivery
Service entries, time entries and Expenses record work and costs against Engagements.
Billing
Milestones belongs to Engagements; milestone payments belongs to Milestones.
Evidence
Review decisions, operation receipts and record attachments keep decision, operation and file context. Users holds app user identities.
Every table, by feature
- Clients and engagements4
- Consultant capacity5
- Service delivery5
- Time and expenses6
- Milestones and payments5
- Margin and evidence8
- Shared and settings1
- 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
- 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 - Time entries
Logged consultant time by client and engagement.
Linked to Team members, Clients, Engagements - Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members
- 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 - Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations - 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 - Record attachments
Files linked to records across the app.
Linked to Team members
- Milestones
Contractual milestones that trigger billing.
Linked to Engagements, Team members - Milestone payments
Invoices and receipts raised against milestones.
Linked to Milestones - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members - Record attachments
Files linked to records across the app.
Linked to Team members
- 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 - Expenses
Reimbursable and billable engagement expenses.
Linked to Engagements, Team members - Milestones
Contractual milestones that trigger billing.
Linked to Engagements, Team members - Milestone payments
Invoices and receipts raised against milestones.
Linked to Milestones - 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
Keys and references
Engagements.Client points to Clients, while Engagements.engagement manager points to team members. Service entries, time entries, Expenses and Milestones point to Engagements. Milestone payments.Milestone points to Milestones. Review decisions.Reviewer and operation receipts.Actor point to team members. Record attachments identifies a parent table and record with parent table name and parent record id; uploaded by points to team members.
Migration order
- Load Organizations and team members with practice membership and rates.
- Load Clients with the client partner and owning practice.
- Load Engagements with client, manager, organization, contract value, budget and dates.
- Load service entries, time entries, Expenses and Milestones against valid engagements.
- Load milestone payments against milestones, then review supporting record attachments, review decisions and operation receipts.
Set up Management Consulting PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.