Retire the capacity sheet. Plan on live Autotask data.
ProjectSmith does the jobs your spreadsheets do next to Datto Autotask, on the Autotask data itself. Capacity, budgets and timesheet sign-off stay current without anyone exporting a report. And nobody has to ask which copy of the sheet is the right one.
Why MSPs pick ProjectSmith
No Monday-morning exports
Projects, estimates, task time and ticket time come straight from Autotask. Nobody rebuilds the sheet.
One plan, not five copies
Everyone works the same capacity grid and the same budgets. There’s no version to argue about.
Sign-off that lands in Autotask
Approve the timesheet and the time is created in Autotask. No re-keying. No email trail.
The service desk counted
Ticket time from Autotask sits on the capacity grid next to project work. Nobody pastes it in.
Milestones raised the day they’re earned
A fixed-price milestone goes onto the Autotask contract, ready to bill, when its date or task triggers it.
Every change on the record
Who changed a plan, who approved a timesheet, and when. It’s all logged, without anyone keeping track.
Side by side
| Topic | ProjectSmith on Autotask | Spreadsheets next to Autotask |
|---|---|---|
| Where the numbers come from | Read from Autotask | Exported or typed in by someone |
| Capacity | Hours less leave, holidays and ticket time, for anyone in Autotask | Whatever the sheet’s author built, kept up by hand |
| Timesheet sign-off | Approved in ProjectSmith, created in Autotask | Signed off by email, then entered or fixed in Autotask |
| Fixed-price milestones | Ready to bill on the contract when triggered | Tracked in a workbook, raised by hand |
| Who changed what | Logged for every change | Version history, if the file keeps one |
These pages compare ways of working on Autotask, not other vendors’ products.
When a spreadsheet is still enough
One person planning a few projects can keep a spreadsheet current without much effort. Once a second planner joins, or approvals start living in email, the copies drift.
Pay for the people who sign in
Member US$20 and Planner US$59 per user per month, minimum US$99/month (1 Planner + 2 Members). Anyone else from Autotask can still be planned, no seat needed.
See it on your own Autotask data
Connect Autotask, keep writes fenced to a test project, and judge ProjectSmith on your real projects and people.