Questions, answered

Click Get started, then use Proto to configure PSA for Training and Education Services for your business. Begin with one sponsoring client, one cohort engagement, the instructors who will deliver it and one milestone to rehearse the billing path.

The Program Manager owns its dates, contract value and budget hours. The Account Owner maintains the sponsoring client relationship.

An Instructor submits a session. The workflow checks whether it is billable, has positive hours and links to a cohort engagement. It approves a passing session and records a review decision and receipt.

The session remains Submitted and a Failed operation receipt records the attempt. Correct the original session and review it again.

Instructor time entries and delivery expenses link back to the cohort engagement and instructor. Their submitted states support review alongside delivered sessions.

The milestone must be Approved, have an amount and link to a cohort engagement. The invoice operation moves a valid item to Invoiced and records its result.

Tuition Billing holds the invoice number, amount, due date and payment status against a milestone. Marking a billing item Received triggers a payment operation receipt for that app action.

The Cohort Margin Desk compares contract value with delivered and billed work, plus realization, projected margin and over-budget signals. Open the engagement for its underlying records.

Review overdue or disputed tuition in its saved list, follow the linked milestone and engagement, and assign the Account Owner or Billing Coordinator to resolve the question.

Bring client details, cohort agreements, staff capacity and rates, representative delivered sessions, milestone amounts and invoice references. Name the owner of each approval and correction.