Learning Paths

1h 20m4 courses

Team Member Essentials

Get up and running quickly with the basics. Learn how to log your time, track expenses, and manage your daily work in Klient PSA.

Best for:Consultants, Developers, Team Members

3h 5m5 courses

Master project planning, execution, and delivery. Learn to create projects, structure work, manage resources, and track progress.

Best for:Project Managers, Team Leads, Delivery Managers

1h 55m4 courses

Understand the financial side of project delivery. Learn time tracking for billing, expense management, approvals, and invoice generation.

Best for:Finance Teams, Billing Administrators, Controllers

5h 35m11 courses

The comprehensive path covering all aspects of Klient PSA. Recommended for administrators and power users who want to understand the entire platform.

Best for:Administrators, Power Users, Implementation Consultants

11 courses available

Covers project creation, templates, and the Project Import Wizard

Focuses on task organization, dependencies, Gantt view, and filtering

Addresses baselines, risks, issues, and project status reporting

Explores the Home Page, task management, and Kanban board functionality

Covers project and task assignment strategies and resource optimization

Addresses time entry processes and utilization tracking

Brief overview of time-off submission and scheduling impacts

Covers expense creation, management, and submission workflows

Details invoice creation, adjustments, and billing type selection

Covers approving, rejecting, and reassigning timesheets, time off, and expenses

Introduces core admin concepts and foundational setup tasks