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
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1366 |
| Technical Name |
psa_sow_change_order_billing |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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