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ConnectWise PSA Projects

Manage ConnectWise PSA projects, phases, templates, and resource allocation via API.

39|17|Updated Feb 4, 2026
Search Tags:#project management#projects#billing#resource allocation#psa#connectwise
One-click install
npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill connectwise-psa-projects
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ConnectWise PSA Projects
Source: https://github.com/wyre-technology/msp-claude-plugins/tree/main/msp-claude-plugins/connectwise/manage/skills/projects
Command: npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill connectwise-psa-projects

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the management of projects within ConnectWise PSA, enabling users to create, update, and oversee projects, phases, templates, and resource allocation effectively.

Core Features & Use Cases

  • Project Creation & Management: Create new projects, define their scope, assign managers, and set timelines.
  • Phase Management: Break down projects into manageable phases with individual schedules and budgets.
  • Template Utilization: Leverage project templates for repeatable project structures to ensure consistency and efficiency.
  • Resource Allocation: Assign team members to projects and phases with specific roles and time allocations.
  • Budgeting & Billing: Configure project budgets, track estimated vs. actual hours, and manage various billing methods.
  • Use Case: A project manager needs to set up a new client onboarding project, define its phases (Discovery, Implementation, Training), assign engineers to each phase, and set a fixed fee for the entire project.

Quick Start

Use the ConnectWise Projects skill to create a new project named "Client Onboarding - ACME Corp" for company ID 12345, with an estimated start date of March 1st, 2024, and an estimated end date of May 1st, 2024.

Frequently Asked Questions about ConnectWise PSA Projects

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate ConnectWise PSA project creation and phase management?▼

ConnectWise PSA project creation and phase management can be automated by defining project scope, assigning managers, and setting timelines. You can break down projects into manageable phases with individual schedules and budgets to streamline oversight.

Can I apply project templates in ConnectWise PSA for repeatable structures?▼

Project templates can be applied in ConnectWise PSA to ensure consistency and efficiency. Leveraging templates allows you to quickly establish repeatable project structures for recurring client services or onboarding processes.

How do I allocate resources and manage billing methods for PSA projects?▼

Resource allocation and billing methods for PSA projects are managed by assigning team members with specific roles and time allocations. You can configure project budgets, track estimated versus actual hours, and apply various billing methods.

Do I need API access to manage ConnectWise PSA projects?▼

API access to ConnectWise PSA is required to perform all project management operations. This access enables the system to interact directly with your PSA environment for project creation, updates, and resource allocation.

What is the best way to track estimated vs actual hours in ConnectWise project budgets?▼

The best way to track estimated versus actual hours in ConnectWise project budgets is by configuring the budget settings during project setup. This allows managers to monitor time allocations across the entire project and its individual phases.

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