⏱️ 3 minute read
Sage PSA offers two (2) license types: Sage PSA PM User (PM) and Sage PSA Collaborator . The feature access for each license type is outlined below. Sage PSA Add-ons can be added based on the specific needs or requirements of your team.
Resource Management
Feature
Sage PSA PM User
Sage PSA Collaborator
Sage PSA Add-ons
AI assisted task management: role, assignee and estimate suggestions
✔️
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Resource scheduling (task & project level)
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Capacity planning
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Capacity management
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Multiple task assignees
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Workload view
✔️
✔️
Differing user roles and permission levels
✔️
Search & filter
✔️
✔️
Team & department management
✔️
Set a billable utilization rate target
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Track billable utilization rates
✔️
Internal costs
✔️
AI assisted capacity planning
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Project Management
Feature
Sage PSA PM User
Sage PSA Collaborator
Sage PSA Add-ons
Scoping & estimates (Statement of Work)
✔️
Task management
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Task assignment & scheduling
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Task dependencies
✔️
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Subtasks & to-dos
✔️
✔️
Task approvals
✔️
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Dynamic project & portfolio timeline (Gantt charts)
✔️
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Sprints
✔️
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Unlimited projects
✔️
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File uploads & storage
✔️
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Progress tracking (actual vs Estimated)
✔️
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Story Point or time estimation
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✔️
Filters (personal, task, project & resources)
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Download & share options
✔️
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Nova Insights: AI assisted projects and program risk and status management
✔️
AI assisted task management: task overrun alerts
✔️
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Predicted variance to plan
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Client portfolios and service lines
✔️
Program management with full financial control over all projects
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Project baseline planning
✔️
Team Collaboration
Feature
Sage PSA PM User
Sage PSA Collaborator
Sage PSA Add-ons
My tasks (prioritization & overview)
✔️
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Task activity log & comments
✔️
✔️
Task followers/owners
✔️
✔️
File sharing
✔️
✔️
Notifications: email, in-app, Slack, MS Teams
✔️
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Calendar management
✔️
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Unlimited file storage
✔️
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Unlimited active client users
✔️
Time Management
Feature
Sage PSA PM User
Sage PSA Collaborator
Sage PSA Add-ons
Time tracking (day, week & month)
✔️
Time-off and non-billable time
✔️
Auto-timer and manual time entries
✔️
Personal & team timesheet management
✔️
Automated time entries to invoices
✔️
Auto-transfer time registrations across retainer periods
✔️
Time approval
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Time locking
✔️
AI assisted timesheets
✔️
Project Accounting
Feature
Sage PSA PM User
Sage PSA Collaborator
Sage PSA Add-ons
Project budget (Estimated vs actual)
✔️
Time & material projects
✔️
Non-billable projects
✔️
Project revenue, cost & profit tracking
✔️
Fixed price projects
✔️
Retainer projects
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Revenue recognition
✔️
Rate cards
✔️
Invoicing
✔️
Project expense tracking
✔️
Support for 31 currencies
✔️
Portfolio revenue, cost & profit tracking
✔️
Projected company financials
✔️
Business Intelligence
Feature
Sage PSA PM User
Sage PSA Collaborator
Sage PSA Add-ons
Resource Utilization report
✔️
Real time reporting
✔️
Data visualizations and export
✔️
Variance reports (actual vs planning)
✔️
Project status & progress
✔️
Task report
✔️
Financial Portfolio report
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Expense report
✔️
Invoice report
✔️
Profitability on client, project, milestone and role level
✔️
AI augmented analysis and insights
✔️
Apps & Integrations
Feature
Sage PSA PM User
Sage PSA Collaborator
Sage PSA Add-ons
Asana
✔️
Azure Active Directory
✔️
Azure DevOps (VSTS/TFS)
✔️
e-conomic
✔️
GitHub
✔️
GitLab
✔️
Google Calendar
✔️
Google Drive
✔️
HubSpot
✔️
iCloud Calendar
✔️
Jira (Cloud)
✔️
Microsoft Teams
✔️
Okta
✔️
One Login
✔️
Open developer API
✔️
Outlook
✔️
Pipedrive
✔️
Sage Intacct
✔️
Salesforce
✔️
Single sign-on (SSO)
✔️
Slack
✔️
Trello
✔️
Zapier
✔️
Compliance
Feature
Sage PSA PM User
Sage PSA Collaborator
Sage PSA Add-ons
State-of-the art security & redundancy
✔️
✔️
Activity log
✔️
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Client management
✔️
✔️
Data encryption at rest
✔️
✔️
Custom permissions
2-factor authentication
✔️
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