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- Management Consulting PSA
- Frequently asked questions
Questions, answered
Answers about setup, approvals, billing and the engagement record.
Management Consulting PSA
10 questions
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How do I get started?
Click Get started, then use Proto to configure PSA for Management Consulting for your business. Pilot one active client engagement with its manager, contract value, budget hours, a submitted service line and an approved milestone.
Who owns a client and an engagement?
The client record links to a client partner and owning practice. Each engagement links to a client, manager and owning organization.
How is service work approved?
A Consultant submits a service line. Submission runs checks for billable work, positive hours and an engagement. An eligible line moves to Approved with a decision and operation receipt.
What happens when a service line fails the check?
It stays Submitted with a Failed operation receipt. Review the engagement, hours and billable choice before retrying.
Can consultants record time and expenses separately?
Yes. time entries carries dated hours and engagement context. expenses carries category, amount, date, consultant, engagement and receipt reference.
How does a milestone become invoiced?
Finance Manager runs the invoice operation for an Approved milestone. It checks for an amount and engagement, then records the operation result.
Where do we see a late payment?
Payments Overdue Or Disputed lists milestone payments in those states with amount and due date.
How do partners review margin?
The Engagement Margin Desk compares contract value, delivered and billed amounts, realization, projected margin and over-budget signals, with a path to the engagement record.
What should we connect to accounting?
Agree how the finance team reconciles milestone invoices and received payments with its accounting and banking sources. See integrations.
Can we control who sees and approves work?
Define roles around client ownership, service approval and billing, then rehearse access with real cases. See roles.
Set up Management Consulting PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.