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

When starting a new client project, the first and most critical step is adding it to the Keka Professional Services Automation (Keka PSA) tool. This process enables streamlined resource allocation, task creation, billing setup, and continuous project monitoring. Below, we explore the prerequisites and steps for adding a project to Keka PSA, ensuring seamless project management.

Why Add Projects in Keka PSA?

Keka PSA is designed to simplify project tracking and management. Adding projects to this system allows organizations to:

• Allocate resources efficiently.
• Establish billing methods and milestones.
• Track project health and performance.
• Centralize project information for better collaboration.

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.
     
     
     
     

Pro Tips for Effective Project Setup

• Use Descriptive Names: Avoid generic names; opt for specific, informative titles.
• Set Clear Billing Terms: Define billing types upfront to avoid confusion.
• Attach Relevant Documents: Include all necessary files, such as contracts or project briefs, for easy access.

Next Steps

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