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Project Management Home

  • Updated on Jun 25, 2026
  • Published on Apr 29, 2026
  • 5 minute(s) read
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Core Product

Project Management

Project management gives you real-time visibility into every phase of a project—from bid to completion. Within a single, centralized hub, you can monitor progress, compare budgeted vs. actual costs, access key insights, streamline communication, assign tasks, and keep cash flow on track.

Project Management overview

Product overview

See Project Management in Action

Watch how project management centralizes every phase—from bid to completion—giving your team real-time visibility into progress, costs, and cash flow.

Setup

To prepare for project management, start with the basics—then work through required permissions, the quick start guide, and advanced setup options.

Setup checklist

Introduction to Project Management

Get an introduction and overview of how project management works at a high level.

Projects vs. Project Management Projects

Understand the differences between standard projects and project management projects in ServiceTitan.

Project Management Setups and Workflows

Explore an overview of setups and workflows and learn how to set up your account to implement project management effectively.

Project Statuses

Review how project statuses work and how to create them to track the progress of your projects.

Project Tracking Setup & Training Checklist

Use this PDF checklist to set up project management in ServiceTitan.

Required permissions

Permissions like Attach job to project, Edit project status, Show financials, and more must be enabled on your profile. Contact your account administrator to get set up.

After setup is complete

Monitor project progress, compare budgeted vs. actual costs, manage progress billing, track change orders, and generate WIP reports—all from a single hub.

Quick Start Guide — Project Management
  1. Choose Core or Phase project management: Review the Overview of project management setups and workflows to pick the setup and workflow best suited for your business. If you aren't sure, start with Core to avoid uncategorized transactions on the Budget vs Actual table.
  2. Create project labels: Go to Settings > Operations > Project Settings and click Add Label. Enter a name and select a color. Repeat until all labels are created.
  3. Step 3: Set up pricebook items: Go to Pricebook and ensure items are set up per the line item or rough item estimate approach. For line item estimates, add relevant services, materials, and equipment. For rough estimates, create generic summary items and apply appropriate project label defaults.
  4. (Phased Project Management only) Create job types: Go to Settings > Operations > Job Types and click Add. Create a job type for each project phase, assign the project label, and repeat until all job types are created.
  5. Set up payroll information: Go to Settings > People > Technicians, click Edit for each technician, and enter relevant payroll information such as pay rate and labor burden.
Advanced Setup — Project Management

Part 1: Core and Phased project management

Part 2: Project Portfolio

Use this high-level overview of your projects and manage them based on the information presented, including budget, invoices, payments due, and more.

Part 3: Project sub-statuses

Add custom sub-statuses to better define the stages of completion of your projects.

Project Management Settings

Efficiently manage your project management settings in one place.

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Frequently Asked Questions

Take a look at the top FAQs for project management.

What is the process for turning on progress billing and similar features in my ServiceTitan account?

Progress billing and related features must be enabled by your Customer Success Manager or Pro Account Manager. Reach out to them directly to have these features turned on for your account.

Why does my project not appear in the Work in Progress - Percentage of Completion report?

A project will not appear in the WIP - Percentage of Completion report if it does not have a budget set. Make sure the project has a budget entered in the Budget vs Actual table. Projects without a budget are excluded from this report.

Why does my completed project show 150% actuals on the Budget vs Actual table?

This typically indicates a double costing issue. This can happen when chargeable materials are used, when a job is booked from a sold estimate, or when progress billing is combined with Applications for Payment. Review the double costing guides in the Key Workflows section to identify and resolve the source of the discrepancy.

Why are some of my labor hours showing under Labor and some showing under Rough In > Labor?

Labor hours are categorized based on the project label assigned to the job type. Hours from jobs without a project label assigned to their job type will fall under the general Labor category. Hours from jobs with a project label (e.g., Rough In) will appear under that label. Review your job type settings and ensure each phase has the appropriate project label assigned.

I have project management enabled but I don't see the Projects tab for Project Portfolio in my account. How do I enable Project Portfolio?

Project Portfolio is a separate feature from project management and must be enabled independently. Contact your Customer Success Manager to have Project Portfolio turned on for your account.

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