Effectively manage tasks, resources, and finances, while tracking project health and generating insightful reports
Managing multiple projects for different clients can be complex, but Keka PSA simplifies the process. The Projects feature is designed to help businesses efficiently organize and track every aspect of their projects, from resource allocation to task completion and billing. With customizable settings and powerful reporting tools, Keka PSA provides a comprehensive solution for project management.
Overview of Keka PSA Projects
Keka PSA allows you to manage projects by incorporating all essential details, such as:
- Assigning resources to projects.
- Allocating tasks and tracking their progress.
- Monitoring project health through key metrics.
Key Features of the Projects Module
1. Task Management
- Create and Assign Tasks: Project managers can create tasks and assign them to appropriate team members.
- Track Progress: Features like task status updates and progress tracking keep everyone informed about the project's stages.
- Collaboration: Team members can update their task progress, ensuring seamless communication and coordination.
2. Resource Management
- Resource Allocation: Easily search for and assign resources to projects.
- Timesheets: Resources can log their work hours and update task statuses.
- Resource Requests: Project managers can request additional resources if needed, ensuring the project stays on track.
3. Client Billing Management
- Billing Preferences: Configure billing settings to generate accurate invoices, including line items, product costs, and taxes.
- Invoice Management: Generate and send invoices directly to clients or download them for sharing.
- Payment Tracking: Mark payments as received, issue credit notes, and manage financial transactions efficiently.
4. Project Health and Reporting
- Project Health Metrics: Monitor project health through indicators such as progress, resource utilization, and engagement.
- Reporting Tools: Access detailed reports like:
- Resource Work Hours: Tracks the time spent by each resource on the project.
- Task Work Hours: Provides insights into task-level time tracking.
- Data-Driven Insights: Use reports to make informed decisions and improve project outcomes.
Why Keka PSA Projects Module is Beneficial
- Enhanced Efficiency: Centralizes project management tasks, saving time and reducing manual effort.
- Improved Collaboration: Facilitates better communication between project managers and team members.
- Accurate Billing: Ensures clients are billed accurately based on actual work done.
- Data-Driven Decisions: Provides insights that help in optimizing resource allocation and project planning.
How to Update Project Settings
To learn more about configuring project settings in Keka PSA, check out this detailed guide: Updating Project Settings in Keka PSA