In PSA, everything is built around projects. You can easily add external and internal projects from several different places. A project can be created either from a completely blank base or by copying and using the information from a previous project.
It is a good idea to name the project as clearly as possible according to its purpose. For example, internal projects such as “annual leave” or “compensatory leave”, and customer projects in a way that describes the project content.
Project numbers are created by default in sequential order starting from number 1. It is also possible to enable manual numbering, or numbering for subprojects that takes the main project number into account (main project number is 4, subprojects 4.1, 4.2, etc.). Regarding these, you can contact our customer service.
Permissions: Projects
PSA plans: All
Adding a new project from scratch
Start adding a project from the location of your choice in the software:
-
from the top menu via Quick search or the Add new button
-
from the account card via the Add new button
-
from the projects list view
-
from the projects kanban view
When creating a project, you must fill in and save at least the required fields marked with an asterisk. However, we recommend completing the information as comprehensively as possible right away so that you get the full benefit of project tracking. See more detailed field descriptions here.
Copying a project
If you create many similar projects, you can copy an existing project or an entire project tree, in full or in part, as the basis for a new project.
- Go to the project list.
- For the project or project tree you want to copy, click the three dots at the beginning of the row.
- Select Copy project.
- Review and complete the new project details in the view that opens.
-On the left side, fill in the basic information fields and use the toggle buttons to choose whether to copy all the listed information from the old project or only part of it.
-On the right side, tick the projects to be copied and give the new projects names. - Click Copy.
Find the newly created project, for example using quick search, and review and complete the remaining information there.