Keka PSA Plans Overview

Keka PSA helps professional services businesses manage projects, people, time, billing, revenue, and resources from one platform.

The three plans Basic, Pro, and Advanced are designed to support different levels of operational complexity. Here’s a simple breakdown of what each plan offers.

1. PSA Basic: Manage Your Projects Better

Best for: Businesses looking for a strong foundation for project, task, time, and client management.

Timesheets

• Track time against projects
• Resource-level timesheet policies
• Daily time-entry submission
• Task timer
• Timesheet activity tracking
• Custom notifications and reminders
• Timesheet attachments
• Custom approval chains

Project Management

• Project dashboards to track health, KPIs, and milestones
• Custom project and resource rate cards
• Project activity logs
• Custom project fields

Work Breakdown Structure (WBS)

Break projects into smaller, manageable tasks with:

• Tasks and subtasks
• Phases and milestones
• Task lists and boards
• Task estimates and owners
• Progress tracking
• Reusable task templates
• Task comments
• Custom task statuses
• Bulk task imports

Client Management

• Client portfolios
• Client holiday calendars
• Multi-currency rate cards
• Custom client fields

Reports

Get 30+ project reports covering project health, financials, time, clients, and project activity.

In short: Basic gives teams the tools to plan projects, track work, manage clients, and understand project performance.

2. PSA Pro: Connect Projects, People and Revenue

Best for: Businesses that need resource planning, billing, profitability tracking, and sales-to-project workflows in addition to Basic features.

Everything in Basic, plus:

Resource Management

• Centralized resource planning and allocation
• Resource utilization tracking
• Skill-based resource allocation
• Visibility into availability, utilization, bench strength, and skills
• Shadow resource allocation

Billing & Invoicing

• Create client invoices
• Time & Material billing
• Milestone billing
• Retainer billing
• Payment tracking
• Credit notes
• Multi-entity billing
• Invoice activity tracking
• Project expense tracking
• Billing dashboards

Revenue Intelligence

Understand where your revenue and margins are coming from with:

• Revenue by client
• Revenue by project
• Revenue by geography
• Cost and margin analysis by client, project, and resource

Opportunity Management

Connect sales opportunities with project delivery through:

• Customizable sales stages
• Sales pipeline reports
• Task and resource estimation for opportunities
• Automatic project creation when an opportunity is won

In short: Pro helps businesses manage people and resources, connect sales with delivery, and track billing, revenue, costs, and profitability.

3. PSA Advanced: Plan, Forecast and Optimize

Best for: Larger or more complex professional services businesses that need advanced planning, forecasting, governance, and integrations.

Everything in Pro, plus:

Advanced Project Health

• Define project health parameters such as budget, timelines, and client satisfaction
• Project health surveys
• Historical project health tracking
• Project health trends
• CSAT (coming soon)

Smart Resource Allocation

• Smart resource allocation
• Match resources to projects based on skills and expertise
• More structured resource allocation workflows

Revenue & Resource Forecasting

Plan ahead with:

• Revenue forecasting based on contracts and upcoming projects
• Resource forecasting based on upcoming project requirements and availability

Payroll From Timesheets

Connect timesheet data with payroll systems through integrations such as:

• QuickBooks
• Gusto
• Paylocity
• Paychex
• Paycom
• ADP

Advanced Project Management

• Organization structure mapping across business units, departments, locations, and other entities
• WBS and financial baselines to compare planned vs. actual project performance

Advanced Approvals & Controls

• Project creation approvals
• Resource request approvals
• Resource allocation approvals
• Opportunity creation approvals
• Charges approvals (coming soon)
• Billable utilization targets
• Custom project roles
• Project-level permissions

Advanced Integrations

Connect PSA with other business systems, including:

• Salesforce
• QuickBooks
• Jira (coming soon)
• HubSpot (coming soon)
• Google Calendar (coming soon)

In short: Advanced helps organizations forecast revenue and resources, improve project governance, optimize resource allocation, and connect PSA with their wider business systems.

Basic vs Pro vs Advanced at a Glance

Choosing the Right Plan

The easiest way to look at the three plans is:

Basic → Manage projects
Track time, tasks, clients, and project performance.

Pro → Manage projects + people + revenue
Add resource planning, utilization, billing, profitability, and opportunity management.

Advanced → Plan and optimize the business
Add forecasting, smart resource allocation, project health, advanced approvals, financial controls, payroll integrations, and deeper integrations.

So, if your primary need is project and time management, Basic is the starting point. If you also need to manage resources, billing, revenue, and sales opportunities, Pro adds those capabilities. If you need forecasting, advanced governance, intelligent resource planning, and broader integrations, Advanced provides the most comprehensive PSA setup.