%20--%3e%3cpolygon%20points='36.12%200%2036.12%20159.2%200%20137.31%200%2019.84%2036.12%200'%20fill='%23ff8f00'/%3e%3cpolygon%20points='33.04%2082.66%2059.92%2066.73%20101.89%2088.33%20122.41%2077.53%20160%2097.94%20160%20135.12%20114.87%20160%2033.64%20118.07%2033.04%2082.66'%20fill='%23ff8f00'/%3e%3cpolygon%20points='137.39%2058.49%20137.39%2022.34%20101.89%204.27%2066.39%2022.34%2066.39%2058.49%20101.89%2076.56%20137.39%2058.49'%20fill='%23ff8f00'/%3e%3c/svg%3e)
Projects
Every delivery engagement, structured from day one.
Projects are where closed deals become delivery work. Each project carries its account, budget, billing type and timeline — and can be created in one step directly from a Closed-Won opportunity.
- Create projects manually or from a Closed-Won CRM opportunity
- Billing types: time & materials, fixed fee, retainer
- Budget tracking: amount and hours, budgeted vs. actual
- Status tracking: planning, active, on hold, completed
- Multi-currency support
- Linked account carries over CRM context (contacts, history)
Time
Time tracking that feeds budgets and invoices automatically.
Log time against projects and tasks, track billable vs. non-billable hours, and see budget burn in real time.
- Manual time entry: date, project, hours, description, billable flag
- Weekly timesheet view
- Real-time comparison of logged vs. budgeted hours per project
- Submission and approval workflow
- Feeds directly into invoicing — no re-entry
Expenses
Log, categorize and bill expenses without spreadsheets.
Capture project expenses with receipts, categories and currency — flagged as billable or reimbursable from the start.
- Expense categories: travel, software, meals, and more
- Multi-currency entry with conversion to workspace base currency
- Receipt upload per expense
- Billable vs. reimbursable flag
- Draft → submitted → approved workflow
Approvals
One queue for everything that needs a sign-off.
Time entries and expenses flow into a single approvals queue, so managers review and approve without hunting across modules.
- Unified queue for time and expense approvals
- Approve, reject or request changes with comments
- Approved entries are locked from further edits
- Approval status visible on the originating record
Invoices
From approved hours and expenses to a sendable invoice.
Generate invoices directly from approved, billable time and expenses on a project — no manual line-item entry.
- Auto-populate invoice lines from approved time + billable expenses
- Support for fixed-fee milestone billing
- Invoice statuses: draft, sent, paid, overdue
- Multi-currency invoicing aligned to project currency
Reports
See utilization, budgets and profitability at a glance.
Reporting in PSA mirrors the CRM's saved-views approach — built on the same live data, no separate BI tool.
- Utilization: billable vs. total hours per person/period
- Project profitability: budget vs. actuals
- Time and expense breakdowns by project, client or person
- Export to CSV
One record, from deal to delivery.
PSA doesn't duplicate your CRM data — it extends it. The account that closed the deal is the same account the project, time entries and invoices belong to.