How do I monitor if a project is going over budget?

The skill provides access to the budgetAnalysis field, which identifies if a project is OverBudget, OnBudget, or UnderBudget based on logged hours and amounts.

Can I manage individual project phases and WBS codes?

Absolutely. You can create, update, and query specific project phases, including setting Work Breakdown Structure (WBS) codes and scheduling milestones.

Can I create projects from existing ConnectWise templates?

Yes, this skill supports creating new projects by referencing a projectTemplateId, which automatically copies all phases, tickets, and settings from the template.

Does this skill support different billing methods?

Yes, it handles various billing types including Fixed Fee, Actual Rates, Not-to-Exceed, and Override Rates, allowing for flexible project financial management.

ConnectWise PSA Project Management

Name: ConnectWise PSA Project Management
Author: wyre-technology

bywyre-technology

•

Productivity & Workflow

Manages the full lifecycle of MSP projects in ConnectWise PSA, including phase creation, resource allocation, and budget tracking.

This skill empowers Claude to interact directly with the ConnectWise PSA Project module, streamlining the delivery of complex MSP services. It supports the entire project lifecycle—from creating projects via templates and defining detailed phases with WBS codes to managing resource assignments and monitoring real-time budget health. By providing deep integration with various billing methods and project-linked service tickets, it ensures that MSP teams can maintain accurate records and operational efficiency directly within their AI-enhanced workflow.

Key Features

01Advanced budget tracking with support for multiple billing methods

02Template-based project creation for repeatable service delivery

03Full CRUD operations for ConnectWise projects and work phases

042 GitHub stars

05Comprehensive resource allocation and team member management

06Integration with project-specific service tickets and WBS codes

Use Cases

01Updating project phase statuses and completion percentages during technical implementations

02Automating the setup of client onboarding projects using standardized templates

03Generating and linking service tickets to specific project phases for engineering tasks

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins projects

For use in Claude.ai and ChatGPT

Download Skill