It provides a centralized hub for planning, executing, and tracking projects, ensuring that resources are utilized effectively and projects remain profitable.

MSPs often repeat the same types of engagements (e.g., Office 365 Migrations, Firewall Installations, Server Upgrades). ConnectWise allows users to create Project Templates. This standardization ensures that no steps are missed—every migration includes the necessary security configurations and documentation steps—drastically reducing setup time and human error.

Project Management ties directly into the ConnectWise billing module. Projects can be set up with different billing arrangements: