Projects

• Introduction to Projects in Keka PSA
• Project Manager Dashboard: A New Tool for Enhanced Project Oversight
• Adding a New Project in Keka PSA
• Configuring your new project in Keka PSA
• Updating Project Settings in Keka PSA
• Using the Project List Page
• Adding Tasks to a Project in Keka PSA
• Managing Project Tasks, Phases, and Milestones in Keka PSA
• Creating and Managing Task Templates in Keka PSA
• Adding and modifying resources in projects
• Deleting or Archive an Existing Project
• Updating Project Status
• Optimizing Project Health Monitoring with Keka PSA
• Creating charges in Projects
• Setting Up and Managing the Task Approval Workflow in Keka
• Assigning shadow resources to projects
• Changing the Timesheet Start Date for an Employee
• Restricting Timesheets Based on Allocation
• Tracking Project-Linked Expenses
• Enhanced Role Change Versioning: Accurate Project Revenue Tracking
• Using a Retainer Billing Model in Keka
• Using the New Retainer Billing Model in PSA for Payroll Automation
• Using Project Reports in Keka PSA