Questions, answered

Click Get started, then use Proto to configure PSA for Software Implementation Partners for your business. Pilot one active client, one implementation engagement, one configuration deliverable and one go-live billing cycle.

Each engagement names an Engagement Manager and an owning organization. The client also names an account owner and owning practice.

Consultant hours carry the team member, client, engagement, work date, hours and billable flag. Project expenses carry the team member, engagement, category, amount and receipt link.

A billable line with hours and an engagement moves to Approved and records a review decision and operation receipt. A line that fails the check stays Submitted and records a Failed receipt.

A milestone marked Approved needs an amount and engagement. The invoice workflow then moves it to Invoiced and records an operation result.

Milestone billings hold invoice number, amount, due date, paid date, method and collection status. Overdue and disputed billings appear in a dedicated list.

When a milestone billing is marked Received, the payment workflow records a Payment Record operation receipt.

The Implementation Margin Desk compares contracted, delivered and billed amounts with margin signals and opens the underlying engagement for review.

Record Attachments link files to their parent records. Project expenses also carry a receipt link.

Rehearse a valid and failed deliverable review, an approved milestone invoice, a received billing and role access on the same client engagement.