Projects - Overview
The projects feature is a vital component of Keka PSA, designed to help you efficiently manage the various projects you are undertaking for multiple clients. You can customize each project to incorporate all essential details and oversee related elements such as resources assigned to the projects, tasks allocated to these resources, and more. Additionally, project health metrics provide insights to track the progress of your projects effectively.
Features of the Projects Module
Keka PSA includes several key features that enhance the project management capabilities, making it a powerful tool for your needs.
1. Manage Tasks within the Project
The task management feature empowers project managers to create and oversee tasks linked to each project, assigning them to the appropriate resources. Features like task status and progress tracking ensure that both project managers and team members remain informed about the development of various tasks and project stages.
2. Resource Management
You can easily search for and add resources to your project, assigning specific tasks to them as needed. These resources can log their work hours and update task statuses using timesheets. Furthermore, project managers have the capability to request additional resources if the project requires more personnel.
3. Client Billing Management
Handling client billing for project work can be complex, but Keka PSA simplifies the process. You can configure billing preferences in the dedicated billing section of Keka PSA, allowing you to generate invoices that include various line items and product costs. Additionally, you can manage client payments by marking them as received, issuing credit notes, and more.
4. Project Health and Reporting
Keka PSA also offers essential reporting tools and project health assessments. Reports such as Resource Work Hours and Task Work Hours provide in-depth insights into project management. Project Health is a crucial feature that helps you monitor the project’s status based on various indicators, including progress and employee engagement.
To learn more about the process, click here for detailed guidance:
Updating Project Settings in Keka PSA