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Creating Projects

Updated

Overview

A project is the top-level container for all work, tasks, milestones, and time related to a single engagement. You can create a project from scratch, from a saved template, or from a proposal. This article covers creating a project manually and filling in the key details.

Create a New Project

  1. Go to Projects in the main navigation.
  2. Click New Project.
  3. Enter a project name.
  4. Select the client this project belongs to. The client list is pulled from PSA; if no PSA is connected, type the name manually.
  5. Choose an engine (MSP, Construction, Agency, Software, etc.). This sets the terminology and workflow stages for this project.
  6. Optionally, choose Start from Template to pre-populate tasks, milestones, and roles. (See Project Templates.)
  7. Set a start date and end date.
  8. Enter a budget if you want budget-vs-actual tracking.
  9. Click Create.

Fill In Project Details

After creation, the project detail page lets you add more context:

  • Description — summarize scope or objectives.
  • Health score — automatically calculated from task completion, overdue items, and budget. No manual entry needed.
  • Members — add team members and set their role: Admin, Manager, or Member. Admins can change project settings; Members can view and work tasks.
  • Custom fields — any workspace-level or project-level custom fields appear here and on tasks.

Link to a Client and PSA Contract

  1. Open the project.
  2. In the right-side panel, find PSA Contract and click Link Contract.
  3. Search for the agreement by company or contract name.
  4. Click Save.

Linking a contract means billable time entries from this project will be associated with that agreement in PSA.

You can also link individual tasks to PSA tickets: open a task, click Link Ticket, and search by ticket number or title.

Duplicate a Project

If you are starting a similar project, open an existing project and use the Duplicate option from the project menu. Duplication copies tasks, milestones, and member roles — not time entries or comments.

Archive a Project

When a project is complete, use Archive from the project menu. Archived projects are hidden from the active list but remain searchable and reportable.

Frequently Asked Questions

Can I create a project from a PSA ticket?

Yes. In PSA, tickets can trigger project creation via the integration. You can also use the API endpoint POST /api/v1/projects/create-from-proposal for proposal-driven creation.

What happens if I don't set a budget?

Budget-vs-actual tracking is disabled for that project. Time entries and expenses are still recorded; they just won't show a variance.

Can I change the engine after creating a project?

Engine is set at creation and stays with that project. New projects can use any engine available on your plan.

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