Klient PSA eLearning courses

Master Klient PSA with Free eLearning Courses

Empower your team and maximize efficiency with Klient PSA’s brand-new eLearning. Access 10 bite-sized courses covering everything from logging time and expenses to managing projects and approvals. Each courses are designed for practical, real-world application.

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What’s inside ?

Step-by-step guidance

Learn key Klient PSA functionalities with interactive modules.

Actionable insights

Improve workflows, automate processes, and optimize project delivery.

Skill-building exercises

Quizzes, guided walkthroughs, and expert tips to reinforce learning and maximize impact.

Perfect for new employees, experienced users looking for a refresher, and anyone curious about Klient PSA’s capabilities.

Explore our courses

Creating Your First Project in Klient PSA

This course covers everything you need to know about creating your first project in Klient PSA, including how to define project details, use templates, and leverage the Project Import Wizard for faster setup. You’ll get a detailed walkthrough of the project creation process, learn about project fields, and discover best practices for organizing your projects efficiently.

35 mins

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Using the Workspace to Structure Your Project

In this course, you’ll learn how to structure your project using the Project Workspace in Klient PSA, from organizing tasks and managing dependencies to using the Gantt view and task filters. We recommend completing the ‘Creating Your First Project’ course before this one to get the most out of this material.

45 mins

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Managing Your Projects in Klient PSA

In this course, you’ll dive into the essential tools in Klient PSA for managing project baselines, risks, and issues, as well as leveraging the Global Workspace to track project progress. You’ll also learn how to create and share Project Status Reports to keep stakeholders informed and aligned.

35 mins

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Delivering Your Work in Klient PSA

In this course, you’ll learn how to navigate and utilize the Klient PSA Home Page to efficiently manage your tasks and stay on top of your assignments. From tracking deadlines and managing schedules to using the Kanban board for real-time task updates, you’ll get a detailed walkthrough of each key component to streamline your workflow and improve task delivery.

25 mins

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Assigning & Managing Resources in Klient PSA

In this course, you’ll learn how to efficiently assign & manage resources using Klient PSA, ensuring seamless project execution. We’ll guide you through the differences between Project and Task Assignments, and demonstrate the tools and strategies that help you allocate resources, track progress, and optimize your project timelines.

45 mins

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Logging Your Time in Klient PSA

In this course, you’ll learn how to log your time off in Klient PSA and understand how it impacts your schedule and utilization. By the end of this course, you’ll be equipped to log your time off effortlessly, avoid scheduling conflicts, and maintain accurate utilization tracking.

30 mins

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Logging Your Time Off In Klient PSA

10 mins

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Logging Your Expenses in Klient PSA

Discover the importance of logging expenses in Klient PSA and learn how to manage them efficiently—from creation to submission. This course includes detailed walkthroughs of expense features, FAQs, and a quiz to reinforce your knowledge.

15 mins

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Invoicing Your Projects in Klient PSA

Learn how to effectively create, adjust, and manage invoices in Klient PSA, from selecting billing types to generating PDFs. This course covers key invoicing features, best practices, and includes a quiz to reinforce your understanding.

45 mins

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Understanding Approvals Processes in Klient PSA

In this course, you’ll learn how to manage the approval processes for Timesheets, Time Off, and Expenses in Klient PSA. We’ll cover how to approve, reject, recall, and reassign requests, ensuring accurate workflows and efficient project management.

25 mins

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