Adding a New Project in Keka PSA

This step-by-step guide will walk you through the process of setting up projects, assigning resources, and configuring billing settings

Adding projects in Keka PSA streamlines project tracking and management by allowing organizations to efficiently allocate resources, establish billing methods and milestones, and monitor project health. It centralizes project information, enabling better collaboration and ensuring improved performance tracking across all active projects.

TABLE OF CONTENTS

• Prerequisites
• Method 1: Adding Projects from the Projects Section
• Method 2: Adding Projects via the Client Section

Prerequisites

Before creating a project in Keka PSA, ensure the following details are in place:

1. Client Setup: Confirm the client is added to Keka PSA. If it’s a new client, add them before proceeding.
2. Project Manager Assignment: Determine who will oversee the project.
3. Billing Type Selection: Decide on billing terms, such as hourly billing or milestone-based billing.

Step-by-Step Process to Add a New Project

Method 1: Adding Projects from the Projects Section

1. Navigate to the Projects Section

   • Go to the Projects option in the left navigation pane.
   • Click the Projects Tab, then select the Project List tab to view existing projects.

2. Click +Create Project

   • Locate the +Create Project button at the top of the page and click it.
     
     
     
     

3. Fill Out Project Details
   Enter the following information:

   • Project Name and Description: Provide a clear name and an optional description to distinguish the project.
   • Client Selection: Choose the client from the dropdown menu.
   • Project Code: Assign a unique code for easier identification.
   • Project Manager: Select the employee managing the project. Use the search bar for quick selection.
   • Start and End Dates: Specify the project timeline. If the end date is undecided, leave it blank.
   • Status: Choose the current project status—In Progress, Completed, Not Started Yet, or Cancelled.

1. Enable Billing (Optional)

   • Toggle the billing option and select the billing type:
     • Bill Time: For time-based billing.
     • Bill Milestones/Fixed Fee: For milestone-based billing.

2. Link Expenses (Optional)

   • Check the box to allow linking of expenses to the project. This enables team members to submit project-related expense claims.

3. Attach Files

   • Add any relevant project documents by clicking Attach Files.

4. Save Project

   • Click Create to finalize and add the project.
     
     
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Method 2: Adding Projects via the Client Section

1. Go to Clients Section

   • Navigate to the Clients section and select the client for whom you’re creating the project.

2. Add Project

   • Within the client details page, click the Projects Tab and follow the same steps outlined above to add project details.
     
     
     
     

Next Steps

For further guidance on how to configure your new project effectively, please refer to this additional resource. Configuring your new project