---
title: "How To Guide: Managing Projects"
url: "https://help.psarev.io/en/article/11a74f97-aed2-47c8-8f34-5a9c89b1c36a"
language: "en"
last_updated: "2026-05-05T18:15:01.477Z"
---

# How To Guide: Managing Projects

1. Introduction

![1](https://export.supademo.com/renders/6r36e9wytv/out.png)

2. Click the **Projects** menu item.

![2](https://export.supademo.com/renders/hqbg8jfphj/out.png)

3. The system defaults to showing **All Projects**, but you can slide to view **My Projects** as well.

![3](https://export.supademo.com/renders/nc0unxbhrv/out.png)

4. There is a counter view at the top.

![4](https://export.supademo.com/renders/yvyrlmibhh/out.png)

5. You are able to view details of the projects, including things like the progress and the next milestone, and you can click to select a project from this screen.

![5](https://export.supademo.com/renders/fq4lxkad1y/out.png)

6. Clicking the 3 dot icon on a project in the list allows you to **View Details, Edit Project**, or **Duplicate Project**.

![6](https://export.supademo.com/renders/x2yr7zh1ty/out.png)

7. To create a new project from here, click the **New Project** button.

![7](https://export.supademo.com/renders/8onbnz5ozw/out.png)

8. Complete the details in the pop up screen relating to the project, noting the required fields. Click the **Save** button when finished.

![8](https://export.supademo.com/renders/29m5y2chq0/out.png)

9. Once the project is created, click on it to open the project.

![9](https://export.supademo.com/renders/mzmplysa76/out.png)

10. On the main Overview tab on the project, you'll add as many Phases as you need by clicking the **Add Phase** button for each phase.

![10](https://export.supademo.com/renders/5vq8pohdb4/out.png)

11. Complete the information about the phase and click the **Create Phase** button.

![11](https://export.supademo.com/renders/vtxn0yy4t1/out.png)

12. You an also add any project milestones to the project by clicking the **Add Milestone** button.

![12](https://export.supademo.com/renders/iuue5b56ku/out.png)

13. Add the information and the **Due Date** for the project milestone. You can assign the milestone to a **Phase** if necessary or just leave it blank.

Click the **Add Milestone** button to create the milestone.

![13](https://export.supademo.com/renders/6e4yo5feg0/out.png)

14. The **Activity Feed** section allows you to view all project activities and updates.

![14](https://export.supademo.com/renders/sh9cv5i5a9/out.png)

15. Click the **Work** tab to view project tasks and tickets.

![15](https://export.supademo.com/renders/bg73psxxz9/out.png)

16. Click the **Add Work** button to create a new task or ticket for the project.

![16](https://export.supademo.com/renders/a4rn8fmtgv/out.png)

17. You can create new tasks and tickets, or you can link existing tasks and tickets to this project.

![17](https://export.supademo.com/renders/pf6hlcl8sn/out.png)

18. If adding a new **task**, fill in the information making note of any required fields, and then click the **Add Task** button.

You can add tasks to a phase or leave the field empty to just tie the task to the overall project and not a particular phase.

![18](https://export.supademo.com/renders/ka4ramz0mn/out.png)

19. In the *Tasks & Tickets* work view, clicking the 3 dot icon on any task allows you to **Edit** or **Unlink from Project**.

![19](https://export.supademo.com/renders/0mwmmbzmjb/out.png)

20. If adding a new **ticket**, fill in the information making note of any required fields, and then click the **Add Ticket** button.

You can add tickets to a phase or leave the field empty to just tie the ticket to the overall project and not a particular phase.

![20](https://export.supademo.com/renders/wnulzpxqo1/out.png)

21. When viewing **Tasks & Tickets**, the system defaults to the **List** view.

![21](https://export.supademo.com/renders/bgz1hc32yt/out.png)

22. Click to switch to the **Gantt** view of project work. From this view you can drag and drop to move elements or make them shorter or longer.

![22](https://export.supademo.com/renders/34olljzq9k/out.png)

23. The project is represented by the green bar. Individual work items are represented with red bars, and milestones are represented with the diamond shapes. All can be dragged to move and change dates.

![23](https://export.supademo.com/renders/rnmiwo8s62/out.png)

24. All quotes related to the project are accessed by clicking the **Files** tab.

![24](https://export.supademo.com/renders/6pt5lgncxc/out.png)

25. The **Quotes** tab houses all the related quotes and allows you to **Link Existing Quotes**.

![25](https://export.supademo.com/renders/w2k1wnxgsk/out.png)

26. Clicking the **Link Existing Quote** button allows you to search for any quotes related to the project that should be linked.

![26](https://export.supademo.com/renders/855nzpzcqo/out.png)

27. The navigation buttons at the top allow you to **Edit, Duplicate,** and **Archive** the project.

The **Back** button saves your work and takes you back.

![27](https://export.supademo.com/renders/ld3zc01fb8/out.png)

28. Duplicating a project can be used if you wish to build out a templated project and then duplicate it for future projects.

When creating a project, the customer information is not a required field so you can duplicate and then add the specific customer as you create the copies.

![28](https://export.supademo.com/renders/vgmiselara/out.png)

29. In the Stage on the right panel, you can view various information about the project.

As time is tracked on the tickets related to the project, the time **Logged** and the percent of the **Budgeted** time will be visible.

![29](https://export.supademo.com/renders/aos2jnu66y/out.png)

30. **Project Team** information is easily viewed and accessed on the Stage.

![30](https://export.supademo.com/renders/nqcx9rw03c/out.png)

31. **Job Costing** information is also available for the project here as parts and labor are added to the tickets related to the project. You can see **Materials** and **Labor** costs, along with **totals**.

![31](https://export.supademo.com/renders/b7jig9d6du/out.png)

32. Back on the **Overview** tab of the project, past due items will be clearly marked.

![32](https://export.supademo.com/renders/t8pos3lbj3/out.png)

33. You can see how many tasks and tickets in each phase are completed here as well.

![33](https://export.supademo.com/renders/g07nxx34yf/out.png)