Keka PSA provides a comprehensive platform designed for effective project management, allowing organizations to seamlessly track and oversee project progress. A key component of successful project management is the ability to configure project settings, which dictate how various elements of the project are monitored. This article will walk you through the steps to access and modify project settings in Keka PSA. You will learn how to tailor these settings to meet your organization's needs, including managing the approval chain for timesheets, updating project managers, and adjusting timesheet configurations.
**Accessing Project Settings:**
To start configuring your project settings, navigate to the Project section and select the Projects tab. This area displays a list of all Active Projects within your organization. You can also explore the All Projects section to view all available projects. Once you find the specific project you wish to update, click on it to access the project details page. From there, locate and open the Settings section to begin your updates.
**Managing Approval Chain Settings:**
The approval chain for timesheets is an essential element of project settings. To review the existing approval chain, click on the drop-down menu. If you need to make changes, select the Edit Settings option.
In the Edit Approval Chain Settings window, you have the option to require timesheet approval for the project. If you choose to enable this feature, you can modify the current approval chain by adding or removing approval levels and assigning specific employees or roles to each level. Moreover, you can set up auto-approval configurations based on designated time thresholds. After making your adjustments, simply click on Update to save the revised approval chain settings.
**Updating Project Managers:**
Project managers are essential for the successful oversight and management of projects. Within the project settings, you can view the current project managers along with their respective access levels.
To make changes to the project managers, click on the "Manage Project Managers" button. A new window will open, allowing you to add or remove project managers using the "Add Manager" button or the "Delete" icon. Additionally, you can configure their access permissions based on their roles. Specifically, you can determine whether they have the ability to manage tasks, oversee teams, view financial details, or manage financial aspects of the project. After making the necessary adjustments, click on "Save" to apply the updates to the project managers.
Project managers can be granted various permissions, including:
- Manage Tasks: This permission enables the project manager to add and edit tasks within the project.
- Manage Team: This allows the project manager to oversee and allocate resources for the project.
- View Financials: This permission grants the project manager access to view the financial details associated with the project.
- Manage Financials: This capability allows the project manager to update and manage the financial aspects of the project.
**Updating Timesheet Settings:**
Timesheet settings play a crucial role in project configuration. By accessing these settings, you can determine who is authorized to submit timesheets, enable comments on tasks, set up email notifications for newly added tasks, and require specific start and end times for tasks.
To modify your timesheet settings, click on the Edit Settings button located in the timesheet settings section. This will allow you to adjust submission permissions, toggle various submission options, and establish task-related requirements. After making the necessary adjustments, click on Update to save your revised timesheet settings.
**Updating Billing Settings:**
To modify the billing settings for your project, navigate to the Billing section within the Settings menu. Here, you will see the current billing configuration displayed on the page.
To make changes, click on the Edit Settings button. In the Update Billing Settings window, you have the option to enable or disable billing for the project.
If you decide to enable billing, you can select between two models: fixed/milestone-based billing or time-based billing.
Moreover, you can allow employees to log non-billable tasks in their timesheets or link expenses to this project. Once you have made the desired adjustments, simply click on Update to save your changes.
If you want to learn more on the process for assigning shadow resources to projects, then click here: Assigning shadow resources to projects