PSA and SPM: projects, engagements, portfolio
Purpose and map of the area
Section titled “Purpose and map of the area”This area covers professional services management (PSA — Professional Services Automation: engagements, WBS, hours, billing, capacity) and strategic portfolio management (SPM — Strategic Portfolio Management: demand, investments, roadmap, benefits, agile methods). PSA is «contract-based» delivery; SPM is the strategic governance of investments and projects.
PSA / WBS Hub
Section titled “PSA / WBS Hub”What it is for. It is the entry point to PSA («WBS Hub»): it collects the tiles for engagements, WBS, timesheets, capacity, rates, billing and dashboards.
When to use it. At the start of your delivery/PSA session.
How to open it. From the Home / linked hubs (PSA/WBS tile).
What it shows and how to use it. The tiles for all the PSA pages (Dashboard & Portfolio – Country calendar).
What happens next. The chosen page opens.
Notes. PSA shares the work breakdown structure with the WBS Hub.
Dashboard & Portfolio
Section titled “Dashboard & Portfolio”What it is for. It is the PSA dashboard: margins, utilisation, engagement progress.
When to use it. For financial and progress monitoring of delivery.
How to open it. From the PSA Hub, Dashboard tile.
What it shows and how to use it. KPIs for margin, utilisation (billable/non-billable), progress and the engagement portfolio, with drill-down.
What happens next. It guides decisions on resources and priorities.
Notes. Fed by timesheets, rates and billing.
Engagements
Section titled “Engagements”What it is for. It manages engagements (contract-based projects), the financial container of the work.
When to use it. To create and manage an engagement and its budget.
How to open it. From the PSA Hub, Engagements tile.
What it shows and how to use it. The list of engagements with customer, budget, progress and margin; the detail with WBS, resources and hours.
What happens next. The engagement collects hours and costs and generates billing.
Notes. Default engagements can be created on the contract.
WBS & Gantt
Section titled “WBS & Gantt”What it is for. It defines the Work Breakdown Structure and schedules it on a Gantt chart.
When to use it. To break down an engagement’s work into phases/activities and schedule them.
How to open it. From the PSA Hub, WBS tile.
What it shows and how to use it. The WBS tree and the Gantt chart with dependencies and milestones; you create and link the activities.
What happens next. The WBS guides resource allocation and time reporting.
Notes. The WBS Hub has several work tabs.
Programmes
Section titled “Programmes”What it is for. It manages programmes (coordinated sets of engagements).
When to use it. To govern several related engagements as a single programme.
How to open it. From the PSA Hub, Programmes tile.
What it shows and how to use it. Programmes with their engagements, progress and aggregated budget.
What happens next. The programme consolidates the engagements’ KPIs and risks.
Notes. Complements SPM Program Management (Program Management).
Demand
Section titled “Demand”What it is for. It manages the demand for projects/services coming into PSA.
When to use it. To collect and assess requests before opening an engagement.
How to open it. From the PSA Hub, Demand tile.
What it shows and how to use it. Demand requests with their assessment status.
What happens next. Approved demand becomes an engagement/project.
Notes. Complements SPM Demand Management (Demand Management).
Timesheet
Section titled “Timesheet”What it is for. It records the hours worked on engagements/activities.
When to use it. For resources to report their hours.
How to open it. From the PSA Hub, Timesheet tile.
What it shows and how to use it. The hour entry grid by engagement/activity/day, with Clockify integration where configured.
What happens next. Hours go for approval (Timesheet approvals) and feed costs and billing.
Notes. Billable hours determine utilisation and revenue.
Timesheet approvals
Section titled “Timesheet approvals”What it is for. It manages timesheet approval.
When to use it. To validate reported hours before billing.
How to open it. From the PSA Hub, Timesheet approvals tile.
What it shows and how to use it. Pending timesheets with hour detail; approval/rejection.
What happens next. Approved hours become billable; rejected ones go back to the resource.
Notes. A financial quality control step.
Capacity
Section titled “Capacity”What it is for. It manages resource capacity and allocation.
When to use it. To plan resource commitment on engagements.
How to open it. From the PSA Hub, Capacity tile.
What it shows and how to use it. Available vs allocated capacity per resource/period, with overloads.
What happens next. Allocation guides assignment to engagements.
Notes. Complements SPM Capacity Planning (Capacity Planning).
Rate Card
Section titled “Rate Card”What it is for. It manages rates (rate card) per role/service/customer.
When to use it. To define the hourly prices used by costs and billing.
How to open it. From the PSA Hub, Rate Card tile.
What it shows and how to use it. Rates per role/service with validity.
What happens next. Rates feed the calculation of revenue and margins.
Notes. The financial basis of PSA.
Billing
Section titled “Billing”What it is for. It manages engagement billing (from approved hours to invoice).
When to use it. To generate and manage invoices to customers.
How to open it. From the PSA Hub, Billing tile.
What it shows and how to use it. Billable items, generated invoices and their status.
What happens next. Invoices feed revenue and the dashboard KPIs.
Notes. Depends on approved timesheets and the rate card.
Country calendar
Section titled “Country calendar”What it is for. It is the calendar per country (public holidays, working days) used by planning.
When to use it. To plan correctly, taking local calendars into account.
How to open it. From the PSA Hub, Calendar tile.
What it shows and how to use it. The calendar with public holidays and non-working days per country.
What happens next. The calendar affects capacity and Gantt.
Notes. Multi-country.
SPM Hub
Section titled “SPM Hub”What it is for. It is the entry point to Strategic Portfolio Management.
When to use it. To reach the strategic portfolio tools.
How to open it. From the Home / linked hubs (SPM tile).
What it shows and how to use it. The tiles for all the SPM pages (SPM Dashboard – Innovation Management).
What happens next. The chosen page opens.
Notes. Strategic governance that complements PSA delivery.
SPM Dashboard
Section titled “SPM Dashboard”What it is for. It is the strategic portfolio dashboard.
When to use it. For the overall view of the portfolio (investments, benefits, health).
How to open it. From the SPM Hub, Dashboard tile.
What it shows and how to use it. Portfolio KPIs with drill-down.
What happens next. It guides strategic decisions.
Notes. Management view.
Project Portfolio
Section titled “Project Portfolio”What it is for. It manages the project/product portfolio.
When to use it. To select and balance the portfolio.
How to open it. From the SPM Hub, Portfolio tile.
What it shows and how to use it. Projects/products with priority, status and value; portfolio balancing.
What happens next. Portfolio choices guide investments and roadmap.
Notes. The core of SPM.
Demand Management
Section titled “Demand Management”What it is for. It manages strategic demand (ideas, requests, initiatives).
When to use it. To collect and assess demand at strategic level.
How to open it. From the SPM Hub, Demand tile.
What it shows and how to use it. Demand requests (GM-DEMAND) with expected value and strategic alignment.
What happens next. Approved demand enters the portfolio/roadmap.
Notes. Links business and IT.
Investment Funding
Section titled “Investment Funding”What it is for. It manages investments and their funding.
When to use it. To allocate budgets to investments.
How to open it. From the SPM Hub, Investment tile.
What it shows and how to use it. Investments with budget, expected ROI and funding status.
What happens next. Funded investments proceed through the gates (Funding Stage-Gate).
Notes. Linked to benefits and funding gates.
Funding Stage-Gate
Section titled “Funding Stage-Gate”What it is for. It manages the investments’ funding gates (stage-gate).
When to use it. To approve/block investments at checkpoints.
How to open it. From the SPM Hub, Funding Gate tile.
What it shows and how to use it. The gates with criteria and decisions (go/no-go) for each investment.
What happens next. Passing the gate unlocks the next phase/funding.
Notes. Financial governance control.
Roadmap
Section titled “Roadmap”What it is for. It manages the strategic roadmap.
When to use it. To plan and communicate the sequence of initiatives over time.
How to open it. From the SPM Hub, Roadmap tile.
What it shows and how to use it. The timeline of initiatives with milestones and dependencies.
What happens next. The roadmap steers execution (agile/programmes).
Notes. Linked to portfolio and OKRs.
Program Management
Section titled “Program Management”What it is for. It manages programmes at strategic level.
When to use it. To coordinate related initiatives towards common objectives.
How to open it. From the SPM Hub, Program tile.
What it shows and how to use it. Programmes with initiatives, benefits and aggregated risks.
What happens next. The programme consolidates execution and benefits.
Notes. Complements PSA programmes (Programmes).
Product Management
Section titled “Product Management”What it is for. It manages products (strategic product management).
When to use it. To govern products throughout their lifecycle.
How to open it. From the SPM Hub, Product tile.
What it shows and how to use it. Products with roadmap, backlog and metrics.
What happens next. It guides investments and agile development.
Notes. Complements APM (APM Rationalization / TIME).
Benefits Realization
Section titled “Benefits Realization”What it is for. It tracks the realisation of expected/actual benefits.
When to use it. To check that investments produce the expected benefits.
How to open it. From the SPM Hub, Benefits tile.
What it shows and how to use it. Expected vs realised benefits per initiative.
What happens next. It feeds continue/stop decisions.
Notes. It closes the investment→value cycle.
OKR Management
Section titled “OKR Management”What it is for. It manages strategic OKRs (Objectives & Key Results).
When to use it. To define and monitor objectives and key results.
How to open it. From the SPM Hub, OKR tile.
What it shows and how to use it. OKRs with key result progress.
What happens next. OKRs align portfolio and roadmap with strategy.
Notes. Complements HR OKRs (HR Hub).
Resource Management
Section titled “Resource Management”What it is for. It manages resources at portfolio level.
When to use it. To allocate resources to strategic initiatives.
How to open it. From the SPM Hub, Resources tile.
What it shows and how to use it. Resources with skills and allocation to initiatives.
What happens next. Allocation feeds capacity and delivery.
Notes. Complements PSA Capacity (Capacity).
Capacity Planning
Section titled “Capacity Planning”What it is for. It plans capacity at portfolio level.
When to use it. To check the portfolio’s sustainability against resources.
How to open it. From the SPM Hub, Capacity tile.
What it shows and how to use it. Aggregated capacity vs portfolio demand.
What happens next. It guides prioritisation decisions.
Notes. Strategic view of capacity.
Scenarios & Dependencies
Section titled “Scenarios & Dependencies”What it is for. It analyses scenarios and dependencies between initiatives.
When to use it. To assess portfolio alternatives and their dependencies.
How to open it. From the SPM Hub, Scenario tile.
What it shows and how to use it. «What-if» scenarios and the dependency map.
What happens next. The analysis supports portfolio choices.
Notes. Complements Predictive (Predictive).
Predictive
Section titled “Predictive”What it is for. It provides forecasts on the portfolio (outcomes, risks, timing).
When to use it. To anticipate the outcomes of initiatives.
How to open it. From the SPM Hub, Predictive tile.
What it shows and how to use it. Forecasts based on historical data and models.
What happens next. The forecasts inform scenarios and decisions.
Notes. Predictive analytics.
Agile Development
Section titled “Agile Development”What it is for. It supports agile execution of initiatives.
When to use it. To manage work with an agile method.
How to open it. From the SPM Hub, Agile tile.
What it shows and how to use it. Backlogs, iterations and agile metrics.
What happens next. Agile execution delivers the roadmap initiatives.
Notes. Complements Scrum and SAFe.
Scrum Management
Section titled “Scrum Management”What it is for. It manages the Scrum framework (sprints, backlog, board).
When to use it. For teams working in Scrum.
How to open it. From the SPM Hub, Scrum tile.
What it shows and how to use it. Sprints, backlog and Scrum board with burndown.
What happens next. Sprint increments build the product.
Notes. Complements Agile.
What it is for. It supports the SAFe framework (Scaled Agile) for agile at scale.
When to use it. To coordinate several agile teams in ARTs/PIs.
How to open it. From the SPM Hub, SAFe tile.
What it shows and how to use it. The SAFe structure (PI planning, ART, objectives).
What happens next. It coordinates agile execution at programme scale.
Notes. For large agile organisations.
APM Rationalization / TIME
Section titled “APM Rationalization / TIME”What it is for. It is Application Portfolio Management with rationalisation according to the TIME model (Tolerate/Invest/Migrate/Eliminate).
When to use it. To assess and rationalise the application portfolio.
How to open it. From the SPM Hub, APM tile.
What it shows and how to use it. Applications classified by TIME with value/technical risk.
What happens next. The decisions guide investments and decommissioning.
Notes. Linked to Enterprise Architecture (Enterprise Architecture).
Enterprise Architecture
Section titled “Enterprise Architecture”What it is for. It manages Enterprise Architecture (map of capabilities and application/technology assets).
When to use it. To align architecture and strategy.
How to open it. From the SPM Hub, EA tile.
What it shows and how to use it. Business capabilities and architecture maps.
What happens next. It steers APM and roadmap.
Notes. Strategic architecture view.
Innovation Management
Section titled “Innovation Management”What it is for. It manages innovation proposals (GM-INNOVATION), from collection to assessment and prototyping.
When to use it. To collect and assess innovative ideas from the business/IT.
How to open it. From the SPM Hub, Innovation tile.
What it shows and how to use it. Proposals with category, expected benefit and effort estimate; the assessment flow.
What happens next. Promising ideas enter demand/portfolio.
Notes. Users can also submit ideas from the user portal («Propose an innovative idea»).