> ## Documentation Index
> Fetch the complete documentation index at: https://docs.regentra.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects & Service Agreements

> Group work into projects with budgets and timelines; define agreements with monthly recurring and hourly rates.

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

## 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](/psa/time-tracking) against the budget
* **Service Agreements** — Define MRR and hourly rates per customer; link to [Invoices](/psa/invoices-quotes) for billing
* **Time rollup** — Time entries logged against a project automatically roll up into project hours and become billable

## How to create a project

<Steps>
  <Step title="Open Projects and click New Project">
    Navigate to **PSA → Projects** and click **New Project**.
  </Step>

  <Step title="Fill project details">
    Enter project name (required), description (optional), status (Planning / Active / On Hold / Completed / Cancelled), and priority (Low / Medium / High / Critical).
  </Step>

  <Step title="Set dates and budget">
    Enter start and end dates (optional). Enter a budget in hours if you want to cap.
  </Step>

  <Step title="Assign company and manager">
    Optionally link to a [Company](/psa/companies-contacts) and assign a project manager.
  </Step>

  <Step title="Create the project">
    Click **Create Project**. You can then add tasks and log time.
  </Step>
</Steps>

## 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](/psa/invoices-quotes), optionally link a Service Agreement to auto-populate the monthly charge. Additional line items can be added on top.

## 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.

## Filtering and search

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.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can a project have multiple Service Agreements?">
    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.
  </Accordion>

  <Accordion title="What happens when a project goes over budget?">
    Status remains unchanged, but Actual Hours visibly exceeds Budget Hours. No automatic alert — manager monitors.
  </Accordion>

  <Accordion title="Can I archive a project?">
    Mark it Completed or Cancelled. They don't appear in the Active filter by default, but remain searchable with full history.
  </Accordion>

  <Accordion title="Are Service Agreements the same as project budgets?">
    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.
  </Accordion>
</AccordionGroup>