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- PSA for Training and Education Services
- Get started
Get PSA for Training and Education Services running in four steps.
Prepare a sponsoring client, cohort and delivery team for the first operating cycle.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up PSA for Training and Education Services. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open PSA for Training and Education Services in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to enter ERP.AI. Use Proto to configure PSA for Training and Education Services around your team’s client, delivery and billing responsibilities. Name an Admin, Account Owner, Program Manager, Instructor, Delivery Reviewer and Billing Coordinator for the first pilot.
Prepare the first operating cycle
Choose a real client and cohort agreement. Gather the client contact and billing terms, cohort dates, contract value and budget hours, staff rates and capacity, a representative teaching session and a certificate milestone. Link every delivery and billing item to the intended engagement.
Review before release
Submit a valid session and inspect its review decision and operation receipt. Test a session without an engagement to see how a failed approval remains visible. Approve and invoice a milestone with amount and engagement, then confirm collection before marking the tuition item Received. Compare the cohort margin and billing position with the source agreement before adding more work.
Set up PSA for Training and Education Services your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.