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A Planner item’s Type says what kind of work it is. The same list also supplies budget categories. This guide is for company users and MSP staff. Your MSP manages the shared type list. Company administrators do not manage it.

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Before you start

  • You need access to Planner or Budgets.
  • Type names are set by your MSP. Examples such as Project, Hardware or Cloud Services are only examples. Your portal can use different names.
  • MSP staff can change the list in Manage Planner types and defaults.

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Read an item’s type

1

Find the work

Look in Planner Menu > List View, or on the timeline.
2

Open the item

Click its title and read Type next to the other fields.
3

Read the status separately

Status reports progress. Type classifies the work.
4

Ask if it looks wrong

Ask your MSP when the type is missing, unclear or does not fit the work.
A type called Project does not mean a PSA project is linked. Open Relationships to see linked records.

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Understand shared budget categories

Planner types also supply budget categories. Your MSP keeps one list for all companies, so choosing a company in the portal does not give you a separate list. If your MSP renames a type, the new name shows in Planner and in budget forecasting. A new label does not mean the amount, due date, approval or status changed. Read the item and budget details. Approved budget snapshots keep the category name recorded when they were approved, even after the live name changes. Ask your MSP which version you are reading before you treat an old label as an error.

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When fields or types change

Your MSP can change types, apply a template, import opportunities or set up custom fields for a type. The Type can decide which fields show under Custom Fields. A different set of fields does not mean you lost access. If your MSP deletes a type, it can move the affected Planner items and editable budget lines to another type. Company users cannot create or delete types or change the default. Ask your MSP.

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Troubleshooting

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Frequently asked questions

No. Type classifies the work. Status describes progress. Business Value and cost recurrence are separate too.
No. A type is a label, not a linked record. Check Relationships.
Planner types supply the shared budget category list.
No. Ask your MSP to add or change the type.
No. A new label alone does not change an amount. Review the budget with your MSP.
Approved snapshots keep the name from approval time.
No. The default applies to new items without a type only.