Planner

Documentation Index

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The Planner module provides a visual timeline for managing tasks, projects, and strategic initiatives across your client companies. Plan work, track progress, and align team efforts with business goals.

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Overview

The Planner displays work items on a timeline, allowing you to:

• Plan strategic initiatives - Schedule projects and tasks across months or years
• Track progress - Monitor status and completion of planned work
• Allocate resources - Estimate hours, costs, and assign to companies
• Link to findings - Connect planner items to compliance findings or security actions
• Collaborate - Share notes, use templates, and leverage AI assistance

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Timeline Views

The Planner offers three timeline views to help you plan at different scales. Use the view switcher in the toolbar to change between them.

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Monthly View

The monthly view shows a detailed day-by-day breakdown for the current month. Best for:

• Short-term planning and scheduling
• Viewing specific due dates
• Managing immediate priorities

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Quarterly View

The quarterly view displays four quarters at a time (Q1-Q4). Best for:

• Medium-term project planning
• Quarterly business reviews
• Balancing workload across months

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Yearly View

The yearly view shows all 12 months in a single view. Best for:

• Long-term strategic planning
• Annual roadmapping
• Identifying seasonal patterns

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View Density

Adjust how much information is displayed for each planner item using the View Density setting. This controls the column width of each time period, allowing you to see more or less detail. Click the View density button (grid icon) in the toolbar to open the density menu and select your preferred option.

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Creating Planner Items

Click the Add Item button to create a new planner item. You can also click the Add Item button within any time period column to add an item at that specific date.

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Item Types

Planner items can be categorized by type:

• Security Services
• Managed Services
• Professional Services
• Projects
• Training
• Compliance
• Other
• Custom types defined in settings

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Importing PSA Opportunities

The Import Opportunities dialog pulls existing PSA opportunities into MSPortal as planner items in one click, so you do not have to re-enter deals you already track in your PSA.

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Auto-Import on PSA Sync

If your PSA integration has opportunity auto-import turned on, MSPortal automatically creates planner items as new opportunities show up in the PSA, so you never have to open the Import dialog manually. The auto-import path runs as a background sync task and is not gated by the user-level Manage Planner permission, since no individual user is making the request.

• The link is one-way (PSA to planner) with a per-opportunity unique constraint, so overlapping syncs cannot create duplicates
• On every sync, MSPortal keeps the linked planner item in sync with the PSA opportunity. Title, description, due date, and estimated value updates flow through automatically. A renamed opportunity in your PSA shows up renamed in MSPortal without anyone touching it
• Sync runs cover Halo PSA, ConnectWise, and Autotask
• An Opportunity types to auto-import filter on the integration’s setup wizard lets you scope auto-import to specific opportunity types (for example “Managed Services Contract” only) so unrelated sales pipeline noise stays out of your planner

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Creating a New Opportunity

You can also create a new PSA opportunity directly from a planner item. Open any planner item, and the Create Opportunity action posts a new opportunity to the PSA the company is linked to. The action is only offered for companies that are linked to a PSA (ConnectWise, Halo, or Autotask), since RMM-only links cannot host opportunities.

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Editing Planner Items

Click on any planner item to open the edit dialog with full details.

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Basic Information

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Estimates

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Relationships

Link planner items to other entities using the Relationships section:

• Goals - Connect to company goals
• Compliance - Link to compliance findings
• Secure Score - Associate with Microsoft Secure Score actions
• Devices - Connect to device-related work
• Projects - Link to project management items
• Opportunities - Associate with sales opportunities

Click Add to create a new relationship or link to an existing item.

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Notes and Description

• Description - Brief description of the initiative. Click Apply Template to populate from a template
• Notes - Collaborative notes visible to your team with rich text editor
• Private Notes (Internal Only) - Notes only visible to you

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Custom Fields

Expand the Custom Fields section to view and edit any custom fields configured for planner items.

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File Uploads

The Uploads section allows you to attach files to planner items. Click to upload or drag and drop files (max 10MB per file).

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Using Templates

Templates help you quickly populate planner items with predefined content.

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Applying a Template

1. Open a planner item for editing
2. Click Apply Template in the Description section
3. The Apply Template dialog opens

4. Select Template - Choose from available templates
5. Fields to Apply - Check which fields to import from the template
6. Use All or None buttons to quickly select/deselect all fields
7. Click Apply Template to apply the selected fields

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AI Features

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Ask AI

Click the Ask AI button in the toolbar to get AI-powered assistance:

• Generate project plans
• Suggest tasks based on company context
• Draft descriptions and notes

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AI Draft Notes

Within the edit dialog, use AI Draft to automatically generate notes based on the item context.

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Filtering and Search

Use the search box to find planner items by title or description. Click the Filter button (funnel icon) to narrow down displayed items by Company, Status, Type, or Business Value.

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Planner Menu

Click the Planner Menu button to access additional views:

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Related Resources

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Need Help?

For assistance with the Planner module, contact support@msportal.ai.