Run your Autotask projects without the spreadsheets
ProjectSmith is project management for MSPs that run Datto Autotask. Your project managers plan, staff and bill from one place, and the work they approve lands back in Autotask.
Runs on your own Autotask data. No card needed to start.
Every Autotask project on a board, a list and a Gantt
Board columns are your Autotask task statuses, so moving a card is the status change your techs would otherwise forget to make. Planners also get a portfolio Gantt across every project for the weekly planning meeting.
Move a card and the task status changes in Autotask.
Catch bad time before it reaches the invoice
Techs submit a weekly timesheet. A project manager approves it, and only then is each entry created in Autotask against the right project task. Wrong tasks and vague notes get fixed that week, not after the client queries the invoice.
Only approved time is written to Autotask, and then it is locked.
Book project hours your engineers actually have
Capacity takes each person’s contracted hours, less leave, public holidays and the ticket time they carry in Autotask, and sets it against your project bookings. You see the overbooked week before the go-live slips.
Every Autotask resource is on the grid, seat or no seat.
Bill fixed-price milestones the day they are earned
Budgets by project and phase show burn and forecast as approved time lands. When a milestone’s date arrives or its task is done, it is marked ready to bill on the Autotask contract, and your normal billing run picks it up.
Invoicing stays in Autotask.
How it works
Self-serve setup on your own Autotask instance, with no onboarding fee.
Connect Autotask
Connect an Autotask API user you control. Switch on the write-scope guard to keep writes to a test project while you evaluate.
Run the work in ProjectSmith
Projects, tasks, resources and ticket time come across in the background. Plan on boards and Gantt, book capacity and approve time.
Invoice from Autotask
Approved billable time, project charges and milestones ready to bill are already in Autotask when you run billing.
Safe to connect to your live Autotask on day one.
Autotask stays the system of record
Projects, tasks, time and invoices stay in your PSA. Stop using ProjectSmith and there is nothing in Autotask to unpick.
A write-scope guard
Fence every write to the companies, projects and queues you choose. The only deletes are dependencies, extra assignees and tasks with no time.
Your own Microsoft sign-in
Connect your Entra tenant, and your Conditional Access, MFA and offboarding apply to ProjectSmith too.
Hosted on Microsoft Azure
In Australia, encrypted and backed up automatically. UK and US regions are planned.
Questions MSPs ask first
Does ProjectSmith replace Autotask Projects?
No. Datto Autotask stays the system of record for projects, tasks, time and billing. ProjectSmith reads your projects, gives your team better tools to run them, and writes the results back.
Do my technicians have to stop using Autotask?
No. Time entered in Autotask still counts in ProjectSmith capacity and utilisation, and task changes made there show in ProjectSmith at the next sync, every 15 minutes.
What does ProjectSmith write to my Autotask instance?
Task status, new tasks and projects, task predecessors, approved time, approved estimate changes, project charges and contract milestone status, all inside the write-scope guard while it is on. It deletes only three things: a task dependency, an extra task assignee and a task with no time logged.
How long does it take to get started?
Sign-up takes a few minutes. One of your Autotask administrators creates an API user with the permissions the connector wizard lists, and the first import runs in the background.
Try it on your own Autotask data
Connect Autotask, fence writes to a test project with the write-scope guard, and judge ProjectSmith on your real projects and people.