Getting started with Keka PSA

Professional Services Automation, also known as PSA, offers a seamless way to streamline your services business operations. Whether you are currently using a different tool to manage projects and timesheets within your organization or starting fresh, integrating the PSA module into the Keka HR Portal is a simple and efficient process.

To begin, follow these steps:

1. Create a new client profile.

2. Establish a rate card.

3. Initiate a project.

4. Assign resources to the project.

5. Include tasks in the project.

6. Set up billing procedures.

7. Configure the timesheet policy.

8. Allocate resources according to the timesheet policy.

9. Generate an invoice.

Information needed for PSA Module setup

In order to set up the PSA module, you will need the following data:

Client and project details needed include:

- Information on clients involved in projects within your organization

- List of active projects for different clients

- Task lists associated with each project

Resources needed for the PSA Module setup include:

- A comprehensive list of resources assigned to each project.

- Identification of project managers overseeing each project.

Billing information needed for the PSA Module setup includes the current billing policies for each client or project, as well as rate cards for the different roles involved in the project.

Timesheet policies specific to your organization.

After preparing this data, you are just a few steps away from setting up your PSA module for seamless use within your organization. Curious about adding data in bulk? Bulk Importing Clients and Projects