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Use a Planner item’s Relationships section to open the goals, findings, devices, projects, opportunities and tickets behind the work. This guide is for company users and MSP staff.

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Before you start

  • You need access to the Planner item. Linked modules and provider accounts can need their own access.
  • To add or remove links, see Link supporting records to Planner items. That needs Write Planner or Manage Planner.

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Find the supporting records

1

Open the item

Click the item’s title in List View, or open its card on the timeline.
2

Scroll to Relationships

Scroll inside the dialog to Relationships, on the left side.
Relationships section containing a strategic goal and a linked compliance finding.

A goal and a compliance finding linked to an item. Editing controls depend on your access.

3

Open a record

Click a record name. Links open in a separate tab.
4

Check the record, then return

Read the linked record’s own details and status, then go back to the Planner item.
If the item is linked to a budget, the budget shows above the list. Not every item has every group. No relationships defined. means nothing is linked to the item. Related work can still exist elsewhere. A relationship explains why the work matters. It does not change the linked record.
  • Linking a compliance assignment does not make it compliant.
  • Linking a ticket does not close it.
  • A Planner item marked Completed does not mean every linked record is finished.
  • Ticket status shown beside a link belongs to the ticket, not the Planner item.
The cross button beside a link removes the link from the Planner item. It does not close or delete the linked record. Only staff with Write Planner see it.

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Troubleshooting

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Frequently asked questions

No usable provider link is available for that row.
It opens the ticket in MSPortal. The Open in PSA icon opens the PSA when an address is available.
Click the Open in Microsoft 365 icon. The name opens the MSPortal Secure Score view. Microsoft sign-in may be needed.
No. Remediation and answers are separate work in Compliance.
Expand Uploads in the saved item. Files are separate from Relationships.