ConnectWise PSA Projects

What problem does it solve?

This Skill streamlines the management of projects within ConnectWise PSA, enabling users to create, update, and oversee projects, phases, templates, and resource allocation effectively.

Core Features & Use Cases

• Project Creation & Management: Create new projects, define their scope, assign managers, and set timelines.
• Phase Management: Break down projects into manageable phases with individual schedules and budgets.
• Template Utilization: Leverage project templates for repeatable project structures to ensure consistency and efficiency.
• Resource Allocation: Assign team members to projects and phases with specific roles and time allocations.
• Budgeting & Billing: Configure project budgets, track estimated vs. actual hours, and manage various billing methods.
• Use Case: A project manager needs to set up a new client onboarding project, define its phases (Discovery, Implementation, Training), assign engineers to each phase, and set a fixed fee for the entire project.

Quick Start

Use the ConnectWise Projects skill to create a new project named "Client Onboarding - ACME Corp" for company ID 12345, with an estimated start date of March 1st, 2024, and an estimated end date of May 1st, 2024.