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Planner shows proposed work on a timeline, grouped by due date. Each item carries estimates (hours, costs, probability) and links to supporting records such as goals, devices, tickets and PSA opportunities. MSP staff plan and manage the work. Company users read the work their MSP shares with them.
Planner timeline in Quarterly view with item cards grouped by quarter.

Planner timeline in Quarterly view. Each column shows its item count, estimated hours and budget above the cards.

Card lists scroll vertically within their columns. Sideways scrolling moves the timeline across periods; individual columns do not scroll sideways.

Before you start

  • Planner appears in the sidebar when it is turned on for your MSP and you have Planner read access.
  • Company users see only items that their MSP has made visible to company users, within their company access.
  • MSP staff permissions control what you can do:

Find the right guide

Timeline views

Cards appear in the column that contains their due date. Items without a due date are in Unscheduled. If expected work is missing, check the year, the company selector and your filters.
1

Open the timeline

Click Planner in the sidebar, or choose Planner Menu > Timeline View.
2

Pick a time scale

Choose Monthly, Quarterly or Yearly in the toolbar. The default is Quarterly.
3

Move between years

Use the year arrows in the toolbar. Click Today to return to the current period. Today does not change any item’s date.

Monthly view

Monthly shows one column for each month, January to December, for the selected year. It is not a day-by-day calendar.
Planner Monthly view with month columns.

Monthly view with centered month headers and uniform header height.

Quarterly view

Quarterly groups work by quarter. Hover over a quarter label or focus it with the keyboard to see its month range and year. Scroll sideways to move across years.
Planner Quarterly view with quarter columns.

Centered quarter labels with dates available on hover or keyboard focus.

Yearly view

Yearly uses one column for each year. Scroll sideways to move between years, because the year arrows are turned off in this view.
Planner Yearly view with year columns.

Yearly view with centered year headers.

See Read the Planner timeline for Unscheduled, dragging cards and recurring-cost projection.

Board views

Open Board view in the toolbar to choose how cards look. MSP views such as Detailed, Compact, Dense, Sticky notes and Whiteboard set the card style, density, board theme and the figures each column header shows. Client views let you check what your clients see. To open the board on a view every time, choose it, then choose its Make … my default item, such as Make Whiteboard my default. Staff with Manage Planner can choose Manage views to build and assign views in Planner settings. See Read the Planner timeline for what each view shows. Client users do not see the Board view menu. They see the view assigned to them, their role or their company, or the client default.

Create Planner items

MSP staff with Write Planner or Manage Planner can add items from the timeline or from List View.
1

Click Add Item

On the timeline, click Add Item in the toolbar or inside a period column. With Manage Planner, you can also click Add Item in the List View page header.
2

Fill in the item and click Save

Enter the title, company, due date, status, type, estimates and notes, then click Save.
New items start hidden from company users. Clear Hide from company users before you save when the item is ready to share. Create and edit Planner items explains every field. Update several Planner items covers bulk changes, including AI public notes. When email domain security checks are on, you can also create items from Documentation > Domains or Cloud > Domains: select domains and choose Actions (N) > Create Planner items (branch preview). Each item carries the domains’ check results in its private notes. See Create Planner items from the results.

Importing PSA Opportunities

MSP staff with Manage Planner and a connected Halo, ConnectWise or Autotask integration can turn synchronized PSA opportunities into Planner items.
1

Click Import

Click Import in the Planner page header. The button appears only when you have Manage Planner and one of those PSAs is connected.
2

Select opportunities

Search by summary or ID, check the due date range, and tick the opportunities to bring in.
3

Map the statuses

Choose the Planner status for Open, Won and Lost opportunities.
4

Click Import N opportunities

Each selected opportunity becomes a Planner item. Imported items are visible to company users by default, so review them afterward.
Import PSA opportunities covers every filter and mapping. Understand PSA-linked Planner work explains what company users see.

Auto-import on PSA sync

Your PSA integration can create Planner items automatically and refresh linked items on every sync.
1

Open the PSA integration

Go to Settings > Integrations and open your PSA (Halo, ConnectWise or Autotask).
2

Open Choose data

In the Setup guide, select Choose data. With Enable Opportunity Sync on, the Auto-import to Planner switch sits below the Extended data switches.
3

Turn on auto-import

Turn on Auto-import to Planner. Set Minimum opportunity value to skip small deals. Select Opportunity types to auto-import to limit the types. If you select none, all types are eligible.
4

Choose the fields to refresh

In the Setup guide, select Configure opportunities, then select Show beside Linked planner item refresh and turn on the Planner fields each sync updates. By default the sync updates Title, Description, Due date and Cost estimate. You can also refresh Public notes, Start date, Estimated hours, Probability, Status and Planner type. A field changes only when the PSA supplies a value for it.
Turning off Auto-import to Planner stops new items from being created. Linked items keep refreshing the fields you turned on.

Create a new opportunity

Open a Planner item and use Relationships > Create to create an opportunity in the company’s PSA. See Link supporting records to Planner items.

Edit a Planner item

Click an item’s title on the timeline or in List View to open it. Change fields, then click Save. Notes and fields save with Save. File uploads and deletions happen immediately. See Read a Planner item and Read and manage Planner files. Private Notes (Internal Only) are for MSP staff. Company users never see them.

Use templates

MSP staff with Manage Planner keep reusable defaults under Planner Menu > Templates.

Use Planner AI

MSP staff with Manage Planner, when AI is turned on, see a floating Planner AI button on every Planner page.

Search and filter

Filters change only what you see. They never change an item.

Planner Menu

Click Planner Menu in the page header to switch pages. Planner Menu and every page in it need Manage Planner. Without it, Planner opens on the timeline and the menu does not appear.

Supporting records, files and past work

Types and Standards

Troubleshooting

Frequently asked questions

No. A Planner item is a plan with estimates. It is not a quote approval, a calendar booking or proof that the work is finished.
The due date. A card sits in the column for the month, quarter or year that contains its due date.
Yes, with Write Planner or Manage Planner. Drag the card to another column. Its due date becomes the first day of that period.
MSP staff only. Company users do not see them.
No. Only Relationships > Create creates an opportunity, and only when you choose it.

Goals

Connect Planner items to strategic goals.

Calendar

Schedule meetings for Planner items.

Compliance

Link findings to planned remediation.

Quotes

Proposal documents. A Planner estimate does not replace a quote.
If you cannot see expected work or controls, ask your MSP to check your company access, your Planner permissions and the item’s visibility. Include the item title and the action you need.