Setting up Projects

PSA can optionally automatically populate the Approver field for selected business recordClosed Timecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget types with the project manager's name. If your organization has a sharing model, and the approver is not above the user who created the business record in the hierarchy, PSA automatically creates a sharing rule.

When creating a project from a template, you configure which milestoneClosed A fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. fields appear on the Create Project from Template page.