ConnectWise Manage Projects

ConnectWise PSA Project Management

Overview

Projects in ConnectWise PSA track larger bodies of work that span multiple tickets, phases, and resources. Projects support templates, phases, budgeting, resource allocation, and various billing methods. This skill covers project CRUD operations, phases, templates, resources, and project tickets.

API Endpoint

Base: /project/projects

Project Status Values

Standard project statuses in ConnectWise PSA:

| Status ID | Name | Description | |---------|------|-------------| | 1 | Open | Active project | | 2 | Closed | Completed project | | 3 | On Hold | Temporarily paused | | 4 | Cancelled | Cancelled project | | 5 | Waiting | Awaiting approval/resources |

Query /project/projects/statuses for configurable statuses.

Project Types

| Type ID | Name | Description | |---------|------|-------------| | 1 | Project | Standard project | | 2 | Template | Project template |

Complete Project Field Reference

Core Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | id | int | System | Auto-generated unique identifier | | name | string(100) | Yes | Project name | | company | object | Yes | {id: companyId} - Client company | | contact | object | No | {id: contactId} - Primary contact | | site | object | No | {id: siteId} - Company site | | board | object | No | {id: boardId} - Service board for tickets | | status | object | No | {id: statusId} | | type | object | No | {id: typeId} |

Manager and Team Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | manager | object | No | {id: memberId} - Project manager | | team | array | No | Array of team member objects | | department | object | No | {id: departmentId} | | location | object | No | {id: locationId} |

Timeline Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | estimatedStart | date | No | Planned start date | | estimatedEnd | date | No | Planned end date | | actualStart | date | System | When project actually started | | actualEnd | date | System | When project completed | | scheduledStart | datetime | No | Scheduled start datetime | | scheduledEnd | datetime | No | Scheduled end datetime |

Budget Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | estimatedHours | decimal | No | Total estimated hours | | actualHours | decimal | System | Hours logged to date | | budgetAnalysis | string | No | OverBudget, OnBudget, UnderBudget | | budgetHours | decimal | No | Budget cap in hours | | budgetAmount | decimal | No | Budget cap in dollars | | percentComplete | decimal | No | Completion percentage (0-100) |

Billing Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | billingMethod | string | No | ActualRates, FixedFee, NotToExceed, OverrideRate | | billingRateType | string | No | WorkRole, StaffMember | | billingAmount | decimal | No | Fixed fee or override rate | | billProjectAfterClosedFlag | boolean | No | Allow billing after closed | | billTime | string | No | Billable, DoNotBill, NoCharge | | billExpenses | string | No | Billable, DoNotBill, NoCharge | | billProducts | string | No | Billable, DoNotBill, NoCharge | | agreement | object | No | {id: agreementId} - Linked agreement |

Description Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | description | string | No | Project description | | customerPO | string(50) | No | Customer PO number | | restrictDownPaymentFlag | boolean | No | Restrict down payment | | downpayment | decimal | No | Down payment amount |

Project Phases

Phases break projects into manageable chunks with their own timelines and budgets.

Phase Endpoint

/project/projects/{projectId}/phases

Phase Fields

| Field | Type | Required | Description | |-------|------|----------|-------------| | id | int | System | Phase identifier | | description | string(100) | Yes | Phase name | | board | object | No | {id: boardId} | | status | object | No | {id: statusId} | | wbsCode | string(50) | No | Work breakdown structure code | | scheduledStart | datetime | No | Phase start date | | scheduledEnd | datetime | No | Phase end date | | scheduledHours | decimal | No | Planned hours | | actualStart | datetime | System | When phase started | | actualEnd | datetime | System | When phase completed | | actualHours | decimal | System | Hours logged | | billTime | string | No | Billable, DoNotBill, NoCharge | | markAsMilestoneFlag | boolean | No | Mark as milestone |

Create Phase

POST /project/projects/{projectId}/phases
Content-Type: application/json

{
  "description": "Phase 1: Discovery",
  "scheduledStart": "2024-03-01",
  "scheduledEnd": "2024-03-15",
  "scheduledHours": 40,
  "wbsCode": "1.1"
}

Project Templates

Templates provide reusable project structures with pre-defined phases and tickets.

Get Templates

GET /project/projects?conditions=type/id=2

Create Project from Template

POST /project/projects
Content-Type: application/json

{
  "name": "Client Onboarding - ACME Corp",
  "company": {"id": 12345},
  "templateFlag": false,
  "projectTemplateId": 100
}

When using projectTemplateId, ConnectWise copies:

• All phases from template
• Project tickets associated with phases
• Budget and billing settings
• Team assignments (if configured)

Project Tickets

Project tickets are service tickets linked to a project and phase.

Get Project Tickets

GET /project/projects/{projectId}/tickets

Create Project Ticket

POST /service/tickets
Content-Type: application/json

{
  "summary": "Configure Active Directory",
  "board": {"id": 1},
  "company": {"id": 12345},
  "project": {"id": 5000},
  "phase": {"id": 5001}
}

Project Ticket Fields

| Field | Type | Description | |-------|------|-------------| | project | object | {id: projectId} | | phase | object | {id: phaseId} |

Resource Allocation

Team Member Assignment

POST /project/projects/{projectId}/teamMembers
Content-Type: application/json

{
  "member": {"id": 123},
  "projectRole": {"id": 1},
  "startDate": "2024-03-01",
  "endDate": "2024-06-01",
  "hoursScheduled": 160
}

Project Team Endpoint

/project/projects/{projectId}/teamMembers

Team Member Fields

| Field | Type | Description | |-------|------|-------------| | member | object | {id: memberId} | | projectRole | object | {id: roleId} | | workRole | object | {id: workRoleId} | | startDate | date | Assignment start | | endDate | date | Assignment end | | hoursScheduled | decimal | Planned hours |

Billing Methods

Billing Method Options

| Method | Description | |--------|-------------| | ActualRates | Bill at standard work role rates | | FixedFee | Fixed project price | | NotToExceed | Actual rates with cap | | OverrideRate | Custom hourly rate |

Fixed Fee Project

POST /project/projects
Content-Type: application/json

{
  "name": "Website Redesign",
  "company": {"id": 12345},
  "billingMethod": "FixedFee",
  "billingAmount": 15000.00
}

Not-to-Exceed Project

POST /project/projects
Content-Type: application/json

{
  "name": "System Migration",
  "company": {"id": 12345},
  "billingMethod": "NotToExceed",
  "budgetAmount": 25000.00
}

API Operations

Create Project

POST /project/projects
Content-Type: application/json

{
  "name": "Office 365 Migration - ACME Corp",
  "company": {"id": 12345},
  "status": {"id": 1},
  "manager": {"id": 100},
  "estimatedStart": "2024-03-01",
  "estimatedEnd": "2024-05-01",
  "estimatedHours": 200,
  "billingMethod": "ActualRates",
  "description": "Migrate fro