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Projects organize work into managed units with budgets, timelines, and task tracking. Service Agreements define how you bill — monthly recurring (MRR), hourly, or both.

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What it does

  • Project creation — Name, description, status, priority, start/end dates, budget hours
  • Task tracking — Real-time progress: X of Y tasks done with a progress bar
  • Budget tracking — Compare actual hours logged via Time Tracking against the budget
  • Service Agreements — Define MRR and hourly rates per customer; link to Invoices for billing
  • Time rollup — Time entries logged against a project automatically roll up into project hours and become billable

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How to create a project

1

Open Projects and click New Project

Navigate to PSA → Projects and click New Project.
2

Fill project details

Enter project name (required), description (optional), status (Planning / Active / On Hold / Completed / Cancelled), and priority (Low / Medium / High / Critical).
3

Set dates and budget

Enter start and end dates (optional). Enter a budget in hours if you want to cap.
4

Assign company and manager

Optionally link to a Company and assign a project manager.
5

Create the project

Click Create Project. You can then add tasks and log time.

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Service Agreements

Each agreement has:
  • Monthly Recurring (MRR) — fixed monthly charge
  • Hourly Rate — applied to hours logged by techs
  • Status — Active, Paused, Cancelled, or Expired
  • Effective Date & End Date — when the agreement is/was in effect
When creating an Invoice, optionally link a Service Agreement to auto-populate the monthly charge. Additional line items can be added on top.

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How time entries roll up

When a tech logs time against a task in a project:
  1. The time entry records duration and billable rate
  2. It’s attributed to the linked Service Agreement (if any)
  3. The project’s Actual Hours counter increments
  4. When invoices are generated, time entries are included as line items
Complete audit trail: logged time → project hours → invoices. On the Projects list, search by project name, company name, or description. Filter by:
  • Status — Planning, Active, On Hold, Completed, Cancelled
  • Priority — Low, Medium, High, Critical
Results update in real time.

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Frequently asked questions

A project links to one company. If that company has multiple agreements (one hourly, one MRR), choose which to use when logging time. Time can also be logged without an agreement.
Status remains unchanged, but Actual Hours visibly exceeds Budget Hours. No automatic alert — manager monitors.
Mark it Completed or Cancelled. They don’t appear in the Active filter by default, but remain searchable with full history.
No. A Service Agreement is a customer contract defining rates and terms. A Project Budget is an internal estimate of hours for a specific piece of work. They can be linked but serve different purposes.