ConnectWise PSA Project Management

Maintain cross-departmental project collaboration

Like most, your TSP juggles numerous projects, plans, tasks, and people. Having a solution can help keep everything organized, in a way that is accurate, predictable, and profitable is crucial to your continued success and growth of your business. ConnectWise PSA’s project management features will ensure your team stays on task, on time, and on budget.

Project management benefits of ConnectWise PSA

Post-sell smart transition

Define custom workflows to automate the delegation of projects and related tasks to named individuals, groups, or departments based on milestone triggers. In the case of a deal closing, the system can intelligently move the project from Sales to Support.

Management-level visibility

Visually manage your project goals, dependencies, available resources, together with timelines and budgets. This high-level view lets you quickly assess what’s to be done, by when, by whom—all without drilling into the details.

Customizable work plans

It’s a given that things change and that no two customers are alike. So when it comes to project management, you need the flexibility to adjust timelines, costs, and work plans. Power to make changes -- even for those you don’t expect.

Efficient dispatching

Once a project gets started, you can quickly issue work plans into the project teams’ hands so everyone is in the know from the beginning. The system will ensure that your teams are notified in advance, and the right techs are assigned to the right projects to maximize efficiency.

Project templates

Eliminate the need to recreate similar or repetitive projects. Templatize all projects so you can use the template again on your next project, or use it as a basis to customize for a slightly different project. That's valuable time saved for all project stakeholders.

Project billing

Invoice for projects quicker and avoid human error. Eliiminate the reminders, guesswork, time/billing reconciliation, and manual entry work out of the invoicing process by automatically billing your customers when project milestones have been met.