Which engagements are consuming their budget?
Compare logged hours with budget hours and remaining hours on the engagement.
Reference
Example screen with sample data
Reports for the questions your team asks
Answer commercial questions from the records behind each amount.
Overview×
PSA for Software Implementation Partners · Overview
PSA for Software Implementation Partners dashboard
This quarter
Consultant hours in view
6Total hours
71Submitted
6Work date in 14 days
3Implementation engagements by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Proposed | 24 | ||
| Active | 7 | 29% | |
| On hold | 1 | 14% | |
| Completed | 1 | 100% |
Implementation engagements by status
Sample counts per stage
Questions to answer
Which service lines are ready for billing?
Read approved and invoiced amounts on configuration deliverables.
Which milestones need action?
Compare due dates, amounts, billing readiness and status.
Where is collection delayed?
Follow overdue or disputed milestone billings to the source milestone.
From Milestone billing
What is the delivery margin?
Use the Implementation Margin Desk to compare contract value with delivered, billed and cost amounts, then open the engagement.
More reports
Engagement margin List
Compare contract value, delivered amount, delivered cost and gross margin by engagement.
Budget burn List
Show budget hours, logged hours, hours burn percent and hours remaining for each active engagement.
Consultant utilization List
Compare billable hours logged, total hours logged, weekly capacity hours and utilization percent by consultant.
Deliverable realization List
Compare Amount, approved amount and invoiced amount by configuration deliverable and engagement.
Milestone billing readiness List
Show due date, Amount, billing readiness and Status for each go-live milestone.
Collection exceptions List
Show Amount, received amount, days past due and Status for milestone billings.
Project expense by category Grouped
Group project expenses by Engagement and Category, then sum Amount.
Approval and operation outcomes Grouped
Group operation receipts by operation type and Result, then review their References.
Set up PSA for Software Implementation Partners your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.