Project Management
Project Dashboard
Live ConnectWise PSA portfolio. Auto-refreshes every 30 seconds while this tab is visible.
Total Projects
Open Projects
In Progress
Closed Projects
Billable Hours
Non-Billable Hours
Revenue Made
Revenue Pending
Revenue Forecast
Computed from open projects · remaining estimated hours × $175 avg rate
Next Week
Next Month
Next Year
Team Output
Project work only — billable + non-billable hours per person from ProjectTicket entries
Product Mix
Implementation hours and revenue by product line
Companies Implemented
—
Distinct customers across the project portfolio
Total Hours Logged
—
billable + non-billable, all time
Implementation Portfolio
Projects
Live ConnectWise PSA project portfolio. Read-only.
← Back to projects
CW PSA
Project Templates
Reusable implementation blueprints. Templates seed deliverables and phase structure when a new project is created in ConnectWise.
Built by Emma
Project Automations
Drag-drop workflow builder for project lifecycle automation.
Automations
Email Templates
Run History
Workflows
—Email Templates
—Recent Automation Runs
Last 7 days📜
No runs yet
Run history shows up here once your enabled automations start firing on tick or via manual run.
CINTI OS Deployments
OS Dashboard
Live CINTI OS deployment portfolio. Tracks tier mix, customer rollups, and deployment forecast.
Total OS Projects
Open
In Deployment
Live
Hours Allotted
Hours Logged
Total Revenue
Avg Duration
Deployment Forecast
Pipeline of upcoming OS rollouts
Next Week
Next Month
Next Year
By Tier
Standard · Premium · Migration mix
By Customer
Hours and revenue rolled up per customer
CINTI OS Deployments
OS Projects
All CINTI OS deployment engagements. Create from a template to seed phases and deliverables.
← Back to OS projects
CINTI OS Deployments
OS Templates
Reusable deployment blueprints. Standard / Premium / Migration tiers with hybrid pricing models.
CINTI OS · Built by Emma
OS Automations
Automate the full CINTI OS deployment lifecycle: kickoff emails, SOWs, milestone notifications.
Automations
Email Templates