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Projects

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Project resources provide guidance for structuring and managing projects within ConnectWise PSA. These materials help establish consistent project types, boards, and statuses to improve organization, visibility, and project delivery.

Resources

  • PSAC-300-G

    Guide

    Project Types

    In this document we will discuss the purpose of using Project Types, why they are important, and review some use cases.
    Recommended first step
    Start with the guide

  • PSAC-310-G

    Guide

    Project Boards and Statuses

    In this ConnectWise PSA document we will review Project Boards and Statuses. Project board will be used to store your Projects inside of ConnectWise. This separates them from the Service board for tracking, billing, and accountability purposes.
    Recommended first step
    Start with the guide