Your Project Margins Are Eroding.
Scope changes. Deliverables modified. Hours balloon. Margins disappear. And you don’t know until the project closes.
Kevin · Admin
Kevin · Admin
Kevin · Admin
Kevin · Admin
Why Traditional Project Management Tools Fail
Traditional project management software was built for task tracking and timelines. It manages who’s doing what and when it’s due. But it doesn’t answer the questions that matter to your business: Is this project profitable? Will we hit margin? When will revenue actually be captured?
As a result, professional services teams face four recurring problems:
Staffing Decisions Are Guesses
Project staffing happens in spreadsheets and email. Who has capacity? Who has the right skills? Nobody knows in real time. Best people get overloaded. Others sit idle. Projects get slow. Utilization tanks.
65% utilization instead of 82%. Unused capacity. Missed revenue.
Margin Visibility Comes Too Late
Telecom services company quotes a network infrastructure project at 25% margin. Delivery burns hours across systems. Finance bills weeks later from accounting software. Project completes. Margin comes in at 12%. Scope crept. Hours ballooned. No one saw it coming.
Projects that should deliver 25% margin come in at 12%. By then, you can’t fix it.
Schedule Slips Without Warning
SaaS implementation team commits to delivery dates. Schedule changes happen in spreadsheets. Customers can’t see progress. Delivery slips. Customers frustrated. Invoice delayed. Revenue trapped.
Late delivery. Customer dissatisfaction. Cash flow delays.
Manual Invoicing from Projects
Project completes. Finance manually creates invoice from project data—extracting hours, calculating charges, applying billing rules. Errors introduced. Customer disputes. Invoice reworked. Meanwhile, revenue sits unbilled.
DSO extends from 30 to 70+ days. Manual errors. Customer friction.
PSA360 Is Built for Profitability
PSA360 connects project execution directly to real-time margin tracking, intelligent resource optimization, and automatic billing.
Scope changes are visible within hours. Budget overruns surface immediately.
Revenue is
captured automatically on milestone completion.
See PSA360 in action: AI resource planning, real-time margin tracking, and automated billing working together.
Margin-Protected Project Delivery
AI-powered intelligent resource allocation and automation are woven into every stage of PSA. Copilot recommends optimal resource allocation based on skills, availability, and project profitability impact—your team confirms every decision. Intelligent automation (Autopilot) handles timesheet processing, billing, and revenue capture—eliminating manual work. Together, they protect margins while your team focuses on delivery.
Kevin · Admin
Plan Right
Project planning, scheduling, and milestone tracking. Task assignment and dependency management. Quotes flow directly into project plans with full context. Your team knows exactly what’s billable, what’s at risk, and what the customer expects.
- Quote-to-project handoff: approved quote flows directly into project plan
- Milestone-based project planning with task and dependency management
- Billable vs. non-billable tracking from project start
- Customer deliverable visibility built into the plan
Projects planned right from day one.
Staff Smart
AI-powered intelligent resource allocation (Copilot) analyzes skills, availability, capacity, and project profitability impact to recommend optimal staffing. You confirm or let automation execute. Skills-based staffing ensures the right person goes to the right project. Real-time capacity planning prevents overallocation.
- Copilot recommends resource allocation based on skills, availability, and margin impact
- Skills-based matching across the project portfolio
- Real-time capacity planning — no overallocation, no idle bench
- Autopilot option for automated staffing execution
Right people, right projects, optimal utilization.
Kevin · Admin
98% skill match for Vantage Telecom Setup — VoIP Configuration & Number Porting.
Kevin · Admin
See Profitability
Real-time margin tracking on every project. As hours are logged, margin updates automatically. Budget vs. actual visible at a glance. Support for multiple billing types—Milestone-based, Time & Material, Retainer, or hybrid—so you bill clients your way while maintaining margin visibility. Native integration with OneBill Billing360 means revenue is recognized the moment milestones are reached.
- Real-time margin tracking: as hours log, margin updates automatically
- Budget vs. actual visible at every project stage
- Multiple billing types: Milestone, T&M, Retainer, and hybrid
- Native OneBill BSS integration for automatic revenue recognition on milestone completion
Margin visibility in real time. No surprises.
Manage Complexity
Timesheet approval ensures accurate time entry before invoicing. Multi-level project tracking across tasks, milestones, and dependencies. Utilization tracking (billable vs. non-billable hours) across the portfolio. Know where time is being spent.
- Timesheet approval workflow before invoicing — no billing errors from unreviewed hours
- Multi-level tracking across tasks, milestones, and project dependencies
- Billable vs. non-billable utilization tracking across the portfolio
- Full audit trail on time entry and project changes
Complete transparency. No hidden hours.
Kevin · Admin
Kevin · Admin
Track Everything
End-to-end job lifecycle management from quote to cash. Real-time insights dashboard shows project status, utilization, profitability, and SLA adherence. AI-powered intelligent insights surface project risks weeks before they hit—budget overruns, timeline slips, margin pressure, resource constraints.
- End-to-end project lifecycle from quote approval to revenue recognition
- Real-time insights dashboard: status, utilization, profitability, SLA adherence
- AI-powered risk detection: budget overruns, timeline slips, margin pressure flagged early
- Portfolio-level visibility across all active projects
Complete visibility. Real-time control. Proactive optimization.
Integrate Anything
Seamless native integration with OneBill Billing360 (billing, revenue recognition, subscriptions). REST API enables headless integration for agentic clients and custom workflows. Not locked in. Works the way you work.
- Native OneBill BSS integration: billing, revenue recognition, and subscription context
- Full REST API for headless and agentic integration
- CRM integration for quote-to-project handoff with complete account context
- Plugin ecosystem for leading third-party project and finance tools
PSA360 connected to your entire revenue system.
import hmac import onebill_psa @app.route("/webhooks", methods=["POST"]) def handle_milestone(request): # Verify signature sig = request.headers["X-Signature"] event = request.json if event["type"] == "milestone.completed": # Trigger native OneBill BSS Billing inv = onebill_psa.Invoice.create( project_id=event["project_id"], milestone=event["milestone_id"] ) return {"status": "billed", "id": inv.id}
Real Results from Real Customers
A telecom services company quoted network infrastructure projects at 25% margin. Projects consistently came in at 12% due to scope creep and untracked hours. Real-time margin visibility was nonexistent.
With PSA360: Real-time margin tracking surfaced budget overruns immediately. Copilot optimized resource costs. Intelligent automation (Autopilot) triggered billing on milestone completion. Same projects now hit 24% margin consistently. Scope changes are visible within hours, not weeks later.
PSA360 Ensures Profitability
Your sales team quotes with confidence. Your project teams execute with margin visibility. Your finance teams collect faster – invoices trigger on milestone completion, not weeks later.
“Quote defined the revenue. Cash collected it. PSA360 protects it — tracking margin in real time through every project milestone.”
EXPLORE THE COMPLETE CARE LAYER
Frequently Asked Questions
PSA360 uses machine learning to track margins in real-time. As hours are logged and resources are allocated, margin updates instantly—you see exactly where each project stands. AI-powered risk detection (part of our intelligent insights) surfaces budget overruns, timeline slips, and resource constraints weeks before they become problems. Copilot recommends resource allocation that maximizes project profitability. Result: projects that should deliver 25% margin actually deliver 24-25%.
Traditional project management tracks tasks and timelines. PSA360 is built for professional services profitability. It combines project planning with real-time margin visibility, AI-optimized resource allocation (Copilot), and automatic billing (Autopilot) triggered on milestone completion. You see profitability in real-time, not at project end. You catch scope creep immediately, not weeks later. You bill customers automatically, not manually.
PSA’s intelligent automation (Autopilot) handles timesheet processing, invoice generation on milestone completion, and revenue recognition—eliminating manual invoicing entirely. You define your billing rules (Milestone-based, Time & Material, Retainer, or hybrid); Autopilot executes them. Coupled with native Billing360 integration, revenue is captured accurately and on time. Days Sales Outstanding (DSO) improves dramatically.
PSA360 is the project execution pillar of the Care layer. It takes quoted scope, ensures profitable delivery with real-time margin visibility, and triggers automatic billing on milestone completion. Every project maintains complete visibility into profitability from day one—no surprises at project end.
PSA360 offers flexible pricing: per-seat (predictable cost for fixed project teams) and usage-based (scale with project volume and AI features like Copilot resource optimization and Autopilot billing). Both include real-time margin tracking, multiple billing types (Milestone, T&M, Retainer), and native Q2C2C integration. Choose the model that fits your business.
PSA360 works across professional services: SaaS implementation services, Telecom services (network infrastructure, deployments), Consulting firms (strategy, digital transformation), Managed Service Providers, System integrators, Creative agencies, IT services, and Professional services firms. Any business that sells projects and needs real-time margin visibility benefits from PSA’s AI-powered profitability tracking and automated billing (Autopilot).
PSA360 integrates natively with OneBill’s Billing360 and supports multiple billing types (Milestone-based, T&M, Retainer). It also connects via REST API to external systems: accounting software (QuickBooks, Xero, NetSuite), billing platforms, CRMs, time tracking tools, and resource management systems. If you use external billing, PSA360 automatically triggers invoices when milestones are reached—pulling project data and billing rules to generate accurate invoices instantly. Custom integrations take 2-4 weeks.
Yes. PSA360 exposes a complete REST API for headless integration. You can: build custom project management interfaces, integrate PSA360 margin tracking into external tools, connect it to agentic workflows that recommend resource allocation or detect project risks, embed PSA360 capabilities into your own applications, and use PSA360 as a pure profitability engine while building custom front-ends. The API-first architecture means PSA360 can serve as the execution engine for any project delivery workflow—whether you use our interface or build your own.
Ready to Protect Your Project Margins?
Connect project delivery, capacity scheduling, real-time margin tracking, and automated billing in a single platform. No gaps. No surprises. No leakage.