Master Klient PSA with free eLearning courses
Empower your team and maximize efficiency with bite-sized courses covering everything from logging time and expenses to managing projects and approvals — each designed for practical, real-world application.
Explore the courses
Creating Your First Project
Everything you need to create your first project — defining project details, using templates, and the Project Import Wizard for faster setup, plus best practices for organizing projects efficiently.
Start course →Structuring Your Project
Structure your project using the Project Workspace — organizing tasks, managing dependencies, and using the Gantt view and task filters. Best taken after “Creating Your First Project.”
Start course →Baselines, Risks, Issues & Status Reports
Manage project baselines, risks, and issues, leverage the Global Workspace to track progress, and create and share Project Status Reports to keep stakeholders aligned.
Start course →Managing Tasks from the Home Page
Navigate the Klient PSA Home Page to manage your assignments — tracking deadlines, managing schedules, and using the Kanban board for real-time task updates.
Start course →Assigning & Managing Resources
Assign and manage resources for seamless project execution — the difference between Project and Task Assignments, plus tools to allocate resources, track progress, and optimize timelines.
Start course →Logging Time Off
Log your time off and understand how it impacts your schedule and utilization — avoiding scheduling conflicts and maintaining accurate utilization tracking.
Start course →Logging Time & Timesheets
Log time accurately and keep your timesheets up to date so your utilization and billing stay precise.
Start course →Logging Expenses
Manage expenses efficiently from creation to submission — detailed walkthroughs of expense features, FAQs, and a quiz to reinforce your knowledge.
Start course →Creating & Managing Invoices
Create, adjust, and manage invoices — from selecting billing types to generating PDFs — covering key invoicing features, best practices, and a quiz.
Start course →Approvals: Timesheets, Time Off & Expenses
Manage the approval processes for Timesheets, Time Off, and Expenses — how to approve, reject, recall, and reassign requests for accurate workflows.
Start course →Klient PSA Administration Basics
Core concepts and workflows behind Klient PSA administration — configuration boundaries, access layers, user setup, and Project Resources. A practical walkthrough of foundational admin tasks in Salesforce.
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