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Audience: Company users with access to the Planner item and MSP staff. Linked modules and external provider accounts can require additional access. Your MSP manages Company permissions.

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Find the supporting records

  1. Open Planner Menu > List View and select an item’s title, or open its card on the timeline.
  2. Scroll within the item dialog to Relationships.
  3. Read the relationship groups and select an available record-name link. Links open a separate tab.
  4. Check the linked record’s own details and status, then return to the Planner item.

MSP example showing a goal and a compliance finding. Editing controls depend on your access.

Not every item has every group. No relationships defined. means no relationships are currently displayed. It does not mean that related work does not exist elsewhere.

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Understand what a relationship means

A relationship explains why the work matters or connects it to supporting evidence. Linking a compliance assignment does not make it compliant. Linking a ticket does not close it. A Planner item marked Completed does not prove that every linked record is finished. A relationship name can be a saved label. Use the destination record to check current details. Ticket status text, when shown beside a link, is separate from the Planner item’s status. The cross or remove control beside a relationship is an editing action, not a way to close the destination. Leave changes to an authorized editor unless your MSP has granted the appropriate editing access.
  • A plain-text project or opportunity name can mean the provider connection does not supply a usable link here. Find the record in its own module or ask your MSP.
  • Check whether a separate tab opened, including your browser’s blocked-popup indication.
  • Sign in to the provider if required. Planner access does not grant a provider account or license.
  • Ask the MSP to check your company scope and access to the destination module. Do not change another company’s scope to bypass a restriction.
  • If the destination opens without the expected record, tell the MSP which Planner item and relationship you used.
For attachments, see Read and manage Planner files. MSP editors can use Link supporting records to add or remove relationships.

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FAQs

No. The destination module or provider can require separate access. Ask your MSP to check your permissions.
A usable provider link is not available for that row. Find the record through its own module or ask the MSP to check the integration details.
The ticket name opens the MSPortal ticket view. A separate external-link icon can open the PSA when an external URL is available.
Use the separate external-link icon when present. The finding-name link opens the MSPortal Secure Score view. Microsoft sign-in and permissions may be required.
These rows display supporting labels and available risk details; they do not provide record-opening controls in this section.
No. The relationship connects planned work to the finding. Remediation and compliance answers are separate workflows.
No. Completed is the Planner item’s status. Open the linked records and check their own statuses.
Expand Uploads in the saved item’s dialog. Files are separate from the Relationships section.
For opportunity-backed work, see Understand PSA-linked Planner items. The relationship alone does not prove a quote is approved or every field is synchronized.