HaloPSA's project module gives your delivery team Gantt charts, Kanban boards, and milestone tracking — all linked directly to billing. Time logged on tasks flows to invoices automatically. No separate project tool needed.
Talk to an Expert
What's included
Switch between timeline and sprint views without losing a single task or dependency.
Track budget against actuals in real time — know your position before scope creeps.
Spot engineer overload across live projects and rebalance workload without a spreadsheet.
Time logged on tasks flows into billing automatically — no manual steps between project and invoice.
Templates & AI
HaloPSA can read the statement of work from a just-won deal and automatically create the project structure — milestones, subtasks, assignments, and to-do lists — without a project manager lifting a finger.
For repeat project types, you build the template once. Every subsequent project of the same type deploys instantly from it. Phases, dependencies, and stage-gate to-do lists are all pre-baked — so engineers know exactly what to do from day one.
AI reads the SOW and generates the task structure automatically
Templates with nested milestones, child tasks, and milestone dependencies
Stage-gate to-do lists enforced before engineers can progress to the next phase
Historical project patterns used to seed new projects of the same type
Server Migration — Project Template
Phase 1 — Discovery & Planning
2 tasksPhase 2 — Migration
3 tasks Phase 1 requiredPhase 3 — Handover & Closure
2 tasks Phase 2 requiredDeployed automatically when a server migration quote is accepted.
Quote to delivery
When a client accepts a quote in HaloPSA, the system fires automatically: sales order created, projects deployed from templates, hardware consignment raised, team assigned. Your engineers get their tasks without a project manager doing any setup work.
Quote created
Product bundles pre-packaged for consistent proposals
Client accepts
Signed via the customer portal — sales order auto-created
Projects deployed
Templates fire per product line — milestones, tasks, assignments
Engineers notified
Tasks in their queue — ready to start with no PM setup needed
Project Setup Wizard NEW IN v2.220
Need to customise the project structure for a specific client before it deploys? The Project Setup Wizard lets you review and adjust tasks, milestones, and assignments directly from the sales order — before the project fires.
Task routing
When a project task is created, HaloPSA can assign it manually — or automatically using one of three routing modes. Set the default per project type, or mix and match across your templates.
The next task goes to whoever has the least work currently in their queue. No manager required — the system self-distributes across the team automatically.
Tasks rotate sequentially through the team — each engineer gets the next job in turn. Simple, fair, and zero configuration needed day to day.
HaloPSA reads the task subject and body, matches it against engineer skill profiles, checks calendar availability, and assigns to the most qualified available engineer — automatically.
Skills profiles + qualification expiry
Skills are weighted and can carry expiry dates — so a Microsoft Azure certification that expired last year won't route cloud migration tasks to an engineer who's no longer qualified. The system keeps itself accurate without any manual maintenance.
Project billing
The budget from the accepted quote flows directly into the project — no re-entry, no discrepancy. From there, you choose exactly how and when to invoice. HaloPSA supports every billing model MSPs use in practice.
Invoice the full project value at the point of sale — before work begins. Useful for hardware-heavy projects where you're committing to costs immediately.
Invoice a percentage upfront — e.g. 30% of hardware on day one, with labour billed on completion. Granular control down to individual line items on the sales order.
Trigger an invoice automatically when a project milestone is marked complete. Phase one done — invoice raised. Keeps cash flow aligned with delivery progress.
Bill on open work — invoice approved time as it accumulates rather than waiting for full project completion. Popular for longer engagements where cash flow matters.
Server Migration — Budget vs Actuals
Budget flows automatically from the accepted quote. No manual entry.
Client visibility
HaloPSA includes a fully branded customer portal with a dedicated project view. Clients log in with SSO, see the project board, track milestone completion, update tasks, and sign off on phases — without emailing your team for a status update.
If you're billing on milestone completion, the portal gives clients a clean, real-time view of where each phase stands — which speeds up approval and gets you paid faster.
Branded portal with SSO — no separate login to manage
Live Gantt and milestone view — always current, no manual updates
Clients can update tasks and approve phases directly in the portal
Acme Corp Portal
Server Migration Project
Phase 1 — Discovery & Planning
Completed 12 May 2026
Phase 2 — Migration
In progress — 4 of 6 tasks complete
Phase 3 — Handover & Closure
Awaiting Phase 2 completion
Branded portal — SSO-enabled, always live.
Part of the complete HaloPSA platform
Time tracked on project tasks flows straight to billing. Contracts set the rules. The service desk stays connected. Every part of delivery is visible in one platform.
Also in HaloPSA
Every module included. One licence.
Allied ESM implements HaloPSA project management as part of every PSA engagement — so delivery and billing are connected from day one.
Talk to an Expert