Skip to main content
Open Projects to review work across the companies you can access. MSPortal combines synced PSA projects with project updates, milestones, decisions, action items, and deliverables.

​
Before you start

Your role determines which project views and editing controls are available. Select a company in the company selector to focus the portfolio, or use Global View to see the companies available to you. Projects and their available detail depend on your connected PSA and project settings.
Screenshots show the MSP staff experience using Demo data. Client access is limited by company scope, role permissions, and Settings > Projects > Client project access.

​
Choose a portfolio view

​
Find a project

1

Choose the company scope

Use the company selector at the top of the app. Then open Projects.
2

Narrow the portfolio

In Cards, List, or Kanban, use the search field to search projects, companies, or outcomes. Choose Open, Closed, or All; Open is the initial selection. Use Project Manager, Date, or Filters to narrow the results further.
3

Open the project

Select a project card or list row to open its workspace. Clear filters or switch to All if you cannot find an older project.
The health filters distinguish Needs Input, Blocked, At Risk, On Track, and Unscored. Needs Input highlights pending client input; a project can also have a separate health classification.

​
Understand portfolio health

The Dashboard includes Active schedule, On-time delivery, and Effort adherence. Each metric shows its eligible project count; missing evidence does not mean a project is healthy.
  • Active schedule considers open projects with due dates that are not overdue.
  • On-time delivery considers projects completed on or before their due date in the last 12 months.
  • Effort adherence considers projects at or below 110% of estimated hours.
  • Unscored means an open project lacks both a due date and enough hours information to calculate health.
Review Projects needing attention and any source-freshness warning alongside the score. Administrators control which exact PSA statuses participate under Settings > Projects > Client project access > Project health status.

​
Work with project Kanban

Portfolio Kanban groups whole projects. The Kanban tab inside an individual project groups its tickets instead. With status-edit permission, drag a project to a destination column. MSPortal uses the configured default status where available or asks you to select a target PSA status. A successful status change is written to the supported PSA integration. Review the destination before completing the move.
Column names are configurable. If a project is missing from a grouped board, check Status Mapping for unmapped PSA statuses or use Use Raw PSA Statuses to display original status names.

​
Troubleshooting

Project workspace

Work with milestones, updates, decisions, action items, and tickets.

Project calendar

Navigate Schedule and inspect scheduled project work.

Project settings

Configure access, display, Kanban, status mappings, and custom fields.

Integrations

Connect your PSA and review its configuration.