PSA SOW, Change Orders & Budget-Capped Billing
Statements of work with T&M / fixed-fee / retainer billing, not-to-exceed caps enforced against timesheets, change-order approval and live budget burn-down
PSA SOW, Change Orders & Budget-Capped Billing Professional-services firms live and die by the Statement of Work. This app models the SOW as a first-class contract: a billing model (time & material, fixed fee or retainer), an original contract value, and a not-to-exceed (NTE) ceiling expressed either as a percent of contract value or a fixed amount.
Key Features
SOW Change Order
SOW Change Order. Tracks Change Order No., SOW, Version, Currency, Date. One-click submit, approve, apply, reject, reset reset to draft.
Statement of Work
Statement of Work. Tracks SOW Reference, Title, Client, Engagement Manager, Scope Narrative. One-click activate, hold, close, cancel, reset reset to draft.
SOW Work Entry
SOW Work Entry. Tracks SOW, Description, Consultant, Date, Hours. One-click approve, reject, reset reset to draft.
SOW Invoice
SOW Invoice. Tracks Invoice No., SOW, Client, Invoice Date, Due Date. One-click post, register payment, cancel, reset reset to draft.
PSA SOW, Change Orders &
PSA SOW, Change Orders & Budget-Capped Billing Professional-services firms live and die by the Statement of Work.
This app models the SOW
This app models the SOW as a first-class contract: a billing model (time & material, fixed fee or retainer), an original contract value, and a not-to-exceed (NTE) ceiling expressed either as a percent of contract value or a fixed amount.
Work entries (timesheet/expense stand-ins) burn
Work entries (timesheet/expense stand-ins) burn the budget in real time.
When approving an entry would
When approving an entry would push consumed value past the NTE ceiling, the app blocks it (or warns, your choice) so nobody quietly works past the contractual budget.
Use Cases
Screenshots
Change Orders
Work Entries
Sow Invoices
Why Choose This Module
Work entries (timesheet/expense stand-ins) burn the budget in real time. When approving an entry would push consumed value past the NTE ceiling, the app blocks it (or warns, your choice) so nobody quietly works past the contractual budget. A near-cap threshold flags engagements before they run out of runway.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-07-18