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

code

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

code

/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

http

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

http

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

Create Project from Template

http

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

http

GET /project/projects/{projectId}/tickets

Create Project Ticket

http

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

http

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

code

/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

http

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

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

Not-to-Exceed Project

http

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

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

API Operations

Create Project

http

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 from on-premises Exchange to Office 365"
}

Get Project

http

GET /project/projects/{id}

Update Project

http

PATCH /project/projects/{id}
Content-Type: application/json

{
  "percentComplete": 50,
  "estimatedEnd": "2024-05-15"
}

Close Project

http

PATCH /project/projects/{id}
Content-Type: application/json

{
  "status": {"id": 2},
  "actualEnd": "2024-05-10"
}

Search Projects

http

GET /project/projects?conditions=company/id=12345 and status/id=1

Common Query Patterns

Active projects for company:

code

conditions=company/id=12345 and status/id=1

Projects by manager:

code

conditions=manager/id=100 and status/id=1

Overdue projects:

code

conditions=estimatedEnd<[2024-02-01] and status/id=1

Projects over budget:

code

conditions=budgetAnalysis="OverBudget"

Template projects:

code

conditions=type/id=2

Best Practices

•Use templates - Create templates for repeatable projects
•Define phases - Break large projects into phases
•Set realistic budgets - Include contingency time
•Assign project manager - Every project needs an owner
•Link to agreement - For managed services project work
•Track completion % - Update regularly for visibility
•Use WBS codes - Helps with reporting and organization
•Close completed projects - Don't leave finished projects open

Error Handling

Error	Cause	Resolution
Company required	Missing company reference	Include `company: {id: x}`
Name required	Missing project name	Provide name field
Invalid status	Status doesn't exist	Query statuses endpoint
Invalid manager	Member doesn't exist	Verify member ID
Template not found	Invalid projectTemplateId	Query templates first

Related Skills

•ConnectWise Tickets - Project tickets
•ConnectWise Time Entries - Project time tracking
•ConnectWise Companies - Company management
•ConnectWise API Patterns - Query syntax and auth