# ProjectSmith Help > ProjectSmith is project management, time approval and capacity planning for managed service providers (MSPs) who run Datto Autotask. Autotask stays the system of record for projects, tasks and time; ProjectSmith adds Kanban boards and Gantt timelines, a timesheet with approval that writes time back to Autotask, capacity planning across project and service-desk work, leave and utilisation reporting. It is sold per seat: Member and Planner. Pricing, the free trial and billing terms: [ProjectSmith pricing](https://www.getprojectsmith.com/pricing/). Workspace data is hosted in Australia; United Kingdom and United States regions are planned. These are the help articles for ProjectSmith users: technicians, service delivery managers and workspace administrators. Each article answers one question. ## Getting started - [Sign up and create your workspace](https://help.getprojectsmith.com/getting-started/sign-up/): Start a 14-day ProjectSmith trial with no card needed, create your workspace and become its Owner. Nothing is charged during the trial. - [Invite your team and assign seats](https://help.getprojectsmith.com/getting-started/invite-your-team/): Invite people to your ProjectSmith workspace, choose a Member or Planner seat for each, and understand why people without a seat still appear in capacity planning. - [Connect Autotask](https://help.getprojectsmith.com/getting-started/connect-autotask/): Create an Autotask API user, connect it to ProjectSmith, keep writes inside a safe scope while you try things out, run the first sync and match people by email. ## Projects - [Projects come from Autotask](https://help.getprojectsmith.com/projects/projects-from-autotask/): Autotask is the system of record for your projects. What ProjectSmith shows from Autotask, what it adds on top, and exactly what it writes back. - [Boards and columns](https://help.getprojectsmith.com/projects/boards-and-columns/): How ProjectSmith board columns link to Autotask task statuses, what happens when you move a card, and how the default board template sets every project's columns. - [Tasks, phases and dependencies](https://help.getprojectsmith.com/projects/tasks-phases-and-dependencies/): Work with project tasks in ProjectSmith, group them into phases, link dependencies that show in Autotask too, and read the project timeline and the portfolio. - [Project budgets and the billing plan](https://help.getprojectsmith.com/projects/budgets/): Set a project budget in hours and money, by phase, see burn, forecast at completion and variance from approved time, and plan fixed-price billing milestones that flow to Autotask for invoicing. ## Time and approvals - [Log time and submit your week](https://help.getprojectsmith.com/time/log-time-and-submit/): Log hours against your project tasks in My time, use the timer, add notes, and submit your week for approval. - [Approve time (and what gets written to Autotask)](https://help.getprojectsmith.com/time/approve-time/): Approve or reject submitted time in ProjectSmith, and exactly what is created in Autotask when you approve, including billable time and what happens if you need to undo an approval. - [Raise and decide approvals](https://help.getprojectsmith.com/time/approvals/): Ask for sign-off on a scope change, a project cost, an expense or an estimate change, who decides it, and what an approval changes in ProjectSmith and Autotask. ## Capacity and leave - [Capacity planning](https://help.getprojectsmith.com/capacity/capacity-planning/): See who is free and who is overloaded, week by week, across project bookings, reservations, service-desk load, leave and public holidays, and book people onto projects. - [Leave](https://help.getprojectsmith.com/capacity/leave/): Request annual, sick or other leave in ProjectSmith, how a manager approves it, and how approved leave reduces capacity. - [Team calendar](https://help.getprojectsmith.com/capacity/calendar/): See who is away and when in ProjectSmith, with approved leave and each region's public holidays on one month grid. - [Regions and public holidays](https://help.getprojectsmith.com/capacity/regions/): Set up regions in ProjectSmith, pull and approve each region's public holidays, and put people in the right region. ## Reports - [Utilisation report](https://help.getprojectsmith.com/reports/utilisation/): How ProjectSmith measures utilisation from approved time and Autotask time against capacity, how to read it by day, week or month, drill into a person, and export CSV. - [Project reports](https://help.getprojectsmith.com/reports/projects/): How the project report shows every project's progress, overdue tasks, budget against actual and forecast, and next billing milestone, and how to filter, sort and export it as CSV. ## Autotask connector - [How the Autotask connector works](https://help.getprojectsmith.com/autotask/how-the-connector-works/): What ProjectSmith reads from Autotask, what it writes back, how often it syncs, how it stays inside your Autotask API limits, and where to see sync history. ## Account and billing - [Plans and billing](https://help.getprojectsmith.com/account/seats-and-billing/): ProjectSmith pricing (Member US$20, Planner US$59 per user per month, minimum US$99), the free trial, changing seats, invoices, tax, cancelling and deleting a workspace. Billed in US dollars only. - [Roles and sections](https://help.getprojectsmith.com/account/roles-and-sections/): How a person's role (Owner, Admin, Manager, Member, Read only) and seat (Member or Planner) together decide what they can see and do in ProjectSmith. - [Export your data and delete your workspace](https://help.getprojectsmith.com/account/export-and-delete/): How the workspace Owner downloads a full copy of the workspace's data, what happens when they ask for the workspace to be deleted, and what is kept afterwards. - [The audit log](https://help.getprojectsmith.com/account/audit-log/): How workspace Owners and Admins see every change made in their ProjectSmith workspace and who made it, including changes made by ProjectSmith support, and how to export it. ## Support - [Get help from ProjectSmith support](https://help.getprojectsmith.com/support/get-help/): How to ask ProjectSmith support a question from inside ProjectSmith or by email, what is sent with your request, and how to follow replies under My support requests. ## Security and privacy - [How ProjectSmith keeps tenants separate](https://help.getprojectsmith.com/security/tenant-separation/): How ProjectSmith keeps each MSP's workspace data separate from every other customer's, from the database to background jobs, and how ProjectSmith staff access is controlled and logged. - [Sign-in options](https://help.getprojectsmith.com/security/sign-in-options/): Sign in to ProjectSmith with your email address, a password and multi-factor authentication, or turn on Sign in with Microsoft for your organisation's Microsoft 365 accounts. - [Set up single sign-on with Microsoft Entra](https://help.getprojectsmith.com/security/single-sign-on/): Workspace Owners connect ProjectSmith to their organisation's Microsoft Entra directory once, so everyone signs in with their Microsoft 365 work account under the organisation's own MFA and Conditional Access. - [Data residency and sub-processors](https://help.getprojectsmith.com/security/data-residency/): Where ProjectSmith hosts your data (Australia, with UK and US regions planned), the sub-processors it uses, why your Autotask is not one of them, and what happens when you leave. ## Optional - [Sitemap](https://help.getprojectsmith.com/sitemap-index.xml) - [ProjectSmith website](https://www.getprojectsmith.com/) - [ProjectSmith llms.txt](https://www.getprojectsmith.com/llms.txt)