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ConnectWise Manage

project management

Project Management

No More Late, Expensive, or Unfinished Projects

Best practices in project management require two essential elements: collaboration and coordination. ConnectWise Manage® gives you both. Manage project budgets and resources, assign action items, track progress towards due dates, and report down to individual tasks. With essential project management functionality in place, you can easily centralize documentation and maintain clear lines of communication across departments and teams.

Keep Projects On Track with These ConnectWise Manage Features

Transition from Sales to Projects

Seamlessly convert a ConnectWise Manage sales opportunity into a project, so nothing slips through the cracks and you can begin work immediately.

Full 360° Visibility

See project resources, statuses, easily identify road blocks, see timelines, and have full visibility to empower strategic decision making.

Customizable Work Plans

Plan and design your projects with phases and project tasks. Assign and schedule resources, create dependencies, set timelines, and manage the budget. Even create templates for repeatable tasks.

Efficient Dispatching

Schedule resources and see everyone's schedule all in one screen. Take advantage of drag & drop functionality to dynamically adjust project tasks on the fly.

Project Templates

Create consistent project work plans the easy way using templates that reduce the possibility of missed tasks.

Project Billing

Quickly and intuitively bill for products, time, and expenses. Set approval processes, and pull everything into a client-ready invoice.

Take a Deeper Dive into Projects

work plan
Work Plan

Create project plans from scratch or with custom templates. Assign and schedule resources easily.

Dispatch Portal

Quickly and efficiently schedule resources to save time and effort, and see every schedule in a single view.

project management
Project Templates

Increase efficiency using work plan templates that allow you to create pre-defined checklists, move around tasks, and hold documents.

ConnectWise Manage Project Termplates

ConnectWise Manage

Discover the Keys to Better Project Management in our Demo

See how you can improve your project management, streamline your resource usage, and improve visibility.

“ConnectWise Manage has enabled us to work larger projects while keeping a consistent level of service from point A to point Z.”

David Doran, CEO, Innovative Solutions Through Technology

Explore Other ConnectWise Manage Features

Help Desk

Take advantage of clear lines of communication, an efficient ticketing process, and everything you need to provide exceptional service delivery.

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Access a central place for all of your data—whether it’s project, service, sales, or financial—to make reporting simple.

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