Audience: Company users with Planner access and MSP staff. Company users see work made visible within their access scope. Your MSP manages permissions, templates and integration configuration.
Planner brings proposed work, dates, estimates and supporting records together. A Planner item does not by itself prove that work is approved, booked into a technician’s calendar or completed.
Overview
Start with the task you need:
Timeline Views
Cards appear in the period containing their due date. Items without a due date are in Unscheduled. Check the year, company scope and filters if expected work is missing.
Monthly View
Monthly shows January–December columns for the selected year. It is not a day-by-day calendar.
Quarterly View
Quarterly groups work by quarter, displaying month ranges and years. Check the year when scrolling across consecutive years.
Yearly View
Yearly uses one column per year. Scroll across the columns; its year arrows are disabled. Today returns to the current period without rescheduling work.
See Read the timeline for navigation and recurring-cost projection.
View Density
View density changes card detail. Comfortable shows the fullest detail; Compact hides expanded linked-record lists; Dense also hides status and priority badges. Hidden card detail does not remove the underlying data.
Creating Planner Items
MSP staff with Planner write or manage permission can use Planner Menu > List View > Add Item. New items started from List View are hidden from Company users initially. Review the company, dates, status and Visible to clients before saving.
Create and edit Planner items explains the fields, Save and Discard Changes. Update several items covers List View bulk actions and replacement of cost breakdowns.
Importing PSA Opportunities
MSP staff with Manage Planner and a connected Halo, ConnectWise or Autotask integration can choose Import in the Planner header. The dialog selects opportunities already synchronized into MSPortal; it does not upload a spreadsheet.
Imported items are client-visible by default, subject to company access and Planner permissions. The import dialog has no visibility switch. Review the selected work and initial status mappings before importing, then check the created items.
Auto-Import on PSA Sync
An MSP can configure automatic opportunity import and field refresh in the PSA integration’s Opportunity Settings. These settings are separate from the initial status mappings in the manual Import dialog. Turning off creation of new items does not by itself stop refresh of existing linked items. Ask the integration administrator which fields are controlled by the PSA.
Creating a New Opportunity
Creating an opportunity from Relationships > Create, when available, is a separate external operation. Saving a Planner item does not automatically create a PSA opportunity. See Link supporting records for the prerequisites and save boundaries.
Reading and Editing Planner Items
Open an item’s title in List View or on the timeline. Available sections and editing controls depend on access and the item’s source.
Notes can be read by users with access to the item. Private Notes (Internal Only) are for authorized MSP staff. Company users do not receive private notes or the staff assignee picker.
Ordinary fields and notes require Save. File uploads and deletions happen immediately; Discard Changes does not undo those attachment operations. See Read item details and manage files.
Using Templates
MSP staff with Manage Planner maintain reusable defaults under Planner Menu > Templates. Company users work with the resulting visible items.
AI Features
Ask AI
When AI is enabled and you have Manage Planner, open the Planner AI assistant. Describe the planning question or draft you need, including the intended company. Review any proposed changes before applying them. An assistant’s message that it drafted something is not confirmation that a Planner item was saved; check the actual proposal and resulting item.
MSP staff can ask Planner AI about planned work, check the answer’s scope and completeness, then decide what to change.
MSP staff with Manage Planner and enabled AI can draft a Planner item with AI, review the proposal, and apply or discard it.
Filtering and Search
Filter the timeline for visual planning, or use List View filters to locate specific rows. These views have different controls; changing the visible scope does not change the underlying item’s company or status.
Supporting records and files
Read linked records, link supporting records or read and manage files. Access to a Planner item does not automatically grant access to its linked records or external provider pages.
Past work and shared updates
Company users can find accessible archived work. MSP staff can archive, restore or delete items and update selected rows. Archiving and completing work are separate actions.
For proposal documents, use Quotes and the Quoter, QuoteWerks and Salesbuildr document guide. A Planner estimate or opportunity link does not replace the proposal.
Need Help?
If you cannot see expected work or controls, ask your MSP to check company scope, Planner permissions and item visibility. Include the item title and the action you need.
Understand Planner types and budget categories. MSP staff can manage types and defaults or retire a type with reassignment.
For tasks generated by the MSP’s technology catalog, understand Standards work in Planner. 
