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Some Planner items come from sales opportunities in your MSP’s PSA. This guide shows company users and MSP staff how to read those items and why their values can change.

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Before you start

  • You need access to the Planner item. Your MSP controls company visibility, opportunity imports and integration settings.
  • A visible Planner item can link to an opportunity page that you cannot open. Provider access is separate from Planner access.

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Read a PSA-linked item

1

Open the item

Find it in Planner Menu > List View or on the timeline and click its title. In List View, the Source column shows PSA for PSA-managed items.
2

Read the plan

Check the status, due date, description, hours and cost estimate.
3

Find the opportunity

Look in Relationships under Linked Opportunities.
4

Open it if a link is available

Click the name to open the opportunity in the provider, when you have access there. If there is no link, ask your MSP for the current details.
A linked opportunity gives commercial context for the work. It does not prove the quote was accepted, an order was placed, the work was done or the amount was invoiced.

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Where the values come from

An MSP can import a synchronized Halo, ConnectWise or Autotask opportunity, or turn on automatic import. The item starts like this: A Won opportunity maps to Completed by default. The item can start as Completed even though no delivery work has happened. Read the description and confirm delivery with your MSP. Later PSA syncs can refresh the fields your MSP chose, so a changed date or estimate can come from the opportunity and not from an edit in Planner. By default the refresh covers title, description, due date and cost estimate. Ask your MSP which fields the PSA manages when a value surprises you. A manually linked opportunity does not always refresh Planner fields the way an imported item does. A relationship alone does not tell you which fields sync.

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Find the quote document

The opportunity link is not a quote file. For proposal documents use Quotes and the Quoter, QuoteWerks and Salesbuildr document guide, or ask your MSP.

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If something looks wrong

1

Gather the details

Note the Planner item title, the company and the field you question.
2

Ask your MSP

Ask whether the opportunity, an import status mapping or ongoing sync explains the value.
Company users do not repair PSA credentials or change the integration’s mappings.

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Troubleshooting

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Frequently asked questions

Your MSP can import synchronized PSA opportunities, or turn on automatic creation. Ask which applies to this item.
No. Check the quote or project with your MSP.
Won opportunities map to Completed by default. That does not prove the work was done.
No. Provider access is separate.
Use Quotes, or ask your MSP. The opportunity link is not a downloadable quote.
No. Your MSP manages imports and integration mappings.