The One Projects
The One Projects is a multi-industry project management platform built for organizations that need structured delivery, client visibility, and tight integration with the rest of The One Stack. Unlike generic project tools, it ships with nine purpose-built industry engines — each with its own terminology, workflow stages, task types, and templates — so MSPs, agencies, law firms, and accountants all work in a system that speaks their language from day one.
Who Uses Projects?
| Role | Primary Tasks |
|---|---|
| MSP Owner / Principal | Portfolio view, budget vs. actuals, client project health |
| Project Manager | Project creation, milestone planning, team assignments, reporting |
| Technician / Contributor | Task work, time logging, document sharing, comments |
| Client (via Portal) | View project status, milestones, and progress updates |
Key Capabilities
- Nine industry engines — MSP, construction, agency, software, church, association, legal, accounting, and general; each with custom terminology, stages, task types, and templates
- Kanban task board — Drag-and-drop tasks through engine-configured workflow stages; supports subtasks, priorities, assignees, and due dates
- Milestone tracking — Date-bound delivery checkpoints with dependency chains, completion criteria, and client notification flags
- Time tracking — Log billable and non-billable hours per task; manager approval workflow; export to PSA for invoicing
- Client portal — White-label portal with your logo and brand colors where clients see their projects and milestones without accessing the admin
- PSA integration — Link projects to PSA contracts and tasks to PSA tickets; time entries flow through to invoicing
- Document management — File uploads to Azure Blob Storage, rich wiki pages, and external links — all organized per project
- Custom fields per engine — Legal matters track filing deadlines and jurisdiction; MSP projects track site IDs and SLA hours; software projects track story points and PRs
- Project templates — Builtin templates for common project types (Cloud Migration, Campaign Launch, Tax Season, etc.) plus custom templates you build and reuse
- Budget tracking — Set a project budget, track time cost in real time, monitor actuals vs. planned
Where Projects Fits in the Stack
| Integration | What It Does |
|---|---|
| PSA | Link projects to contracts; link tasks to tickets; export time entries for invoicing |
| Hub | Single sign-on; permissions model; Hub Bar navigation |
| Portal | Clients view their project status, milestones, and progress |
| Books | (Roadmap) Time and expense data from Projects flows into job costing |
Prerequisites
Before using Projects, you need:
- A Hub organization — Projects authenticates through Hub SSO
- PSA configured (optional) — Required for contract linking and time entry export
- An active Projects subscription — Enabled through Hub billing
Next Steps
- Getting Started — Navigate to Projects, configure your engine, and create your first project
- Project Creation — Project types, templates, budgets, and cloning
- Task Management — Kanban board, task fields, subtasks, bulk operations
- Time Tracking — Logging hours, billable flags, approvals, and PSA export
- Client Visibility — Control what clients see in the Portal
- PSA Ticket Linking — Connect PSA tickets and contracts to project work