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Projects shows work across the companies you can access. It combines native MSPortal projects and synced PSA projects, with updates, milestones, decisions, action items, and deliverables. This page is for MSP staff and Company users.

Before you start

  • Open Projects in the left menu. Your role decides which views you see (Dashboard, Cards, List, Kanban, Schedule, Dispatch) and whether you can edit.
  • Pick a company in the company selector to focus the portfolio, or choose Global View for every company you can access.
  • Native projects live in MSPortal. PSA projects also depend on your connected PSA, and status and date changes you make to them are written back to it. See What writes back to your PSA.
  • Company users see only the projects and fields their MSP shares, set under Settings > Projects > Project Settings > Client project access.

Choose a portfolio view

Projects Cards view where each Demo project card shows health, status, the next action, and labelled Hours and Timeline bars

Filter the portfolio to review project health, next actions, and hours.

Find a project

1

Choose the company

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

Narrow the list

In Cards, List, or Kanban, click the search (magnifier) icon and type a project, company, or outcome. Click Open, Closed, or All. Open is the starting choice. Use Project Manager, Date, or Filters to narrow further. A category dropdown also offers All, Projects, and Onboarding projects. Selecting onboarding sets the open state to All and shows linked portals within your company scope. You can then choose Open or Closed to narrow them.
3

Open the project

Click a project card or list row to open its workspace. If you cannot find an older project, switch to All. Clearing filters does not change Open / Closed / All.
See Find and open a project and Filter and sort projects for dates, managers, health, saved filters, and onboarding filters. The health filters are Needs Input, Blocked, At Risk, On Track, and Unscored. Needs Input marks pending client input. A project can have a separate health value too.

Read portfolio health (MSP staff)

Open Dashboard. It shows three scores, each with the number of eligible projects.
  • Active schedule covers open projects with due dates that are not overdue.
  • On-time delivery covers projects completed on or before their due date in the last 12 months.
  • Effort adherence covers projects at or below 110% of estimated hours.
  • Unscored projects have no due date and not enough hours data to score.
Check Projects needing attention and any warning that source data is more than 14 days old. A metric with no eligible projects shows No eligible projects, which is not the same as healthy. To choose which PSA statuses count toward health, open Settings > Projects > Project Settings > Client project access and use Project health status. The same card also has an Onboarding section. Each metric opens List filtered to that criterion. See onboarding filters.

Move projects on the portfolio Kanban

1

Open Kanban

Open Projects and choose Kanban.
2

Drag a project

Drag a project card to another column. You need the project status-edit permission.
3

Pick a status if asked

MSPortal uses the column’s default status. If it needs more information, it asks you to choose a PSA status. Choose one and confirm.
The status change is written to your PSA. The board inside a single project (Project Plan > Board) groups tickets, not projects.
If a project is missing from a column, check the Status Mapping settings for unmapped PSA statuses, or turn on Use Raw PSA Statuses.

Reassign tasks on the Resources board (MSP staff)

The Resources board groups project tasks across your portfolio by team member. It follows the same portfolio and company filters as the other views.
1

Open Resources

Open Projects, choose Kanban, and switch the Kanban view toggle from Projects to Resources.
2

Find the work

Each team member has a column, and tasks without an owner sit in Unassigned. Every card shows its project and company.
3

Reassign a task

Drag the card to another team member’s column, or click the card’s Assign Owner button and pick a person. To choose someone without a column, drop the card on Assign to….
Reassignment writes back for MSPortal, ConnectWise, and Autotask project tasks. Tasks from other providers are read-only. A ConnectWise or Autotask task can only move to a member from the same integration; otherwise MSPortal asks you to use Assign to….

What writes back to your PSA

Projects synced from ConnectWise or Autotask are two-way for name, status and dates. When you change a project’s status or reschedule a project, phase or task in MSPortal, MSPortal writes the change to your PSA. You do not need to make the same change again in your PSA. MSPortal sends the change to your PSA first. It updates its own copy only after the PSA accepts the change. If the PSA rejects it, MSPortal shows an error and keeps the old value, so the two systems do not drift apart. Changes made directly in your PSA reach MSPortal on its next sync. A few limits apply:
  • Autotask phases. Rename a phase in Autotask; MSPortal does not send phase renames. To change an Autotask phase’s dates, set both a start date and an end date.
  • Phase descriptions and notes stay in MSPortal for every PSA.
  • Templates. Project and onboarding templates live in MSPortal. Editing a template never changes an existing PSA project. Creating a project from a template with a PSA destination, or choosing Apply template on a PSA project, creates the phases and tasks in your PSA. See Project templates.
  • MSPortal-only records. Milestones, deliverables, updates, decisions, action items and the details on Edit project details live in MSPortal and are not written to your PSA. Native MSPortal projects have no PSA.
  • Onboarding portals. Onboarding task status syncs with the linked PSA project’s tickets, and a task due date you change in the portal is written to the linked PSA task. Phase dates you set in the portal stay in MSPortal. See Link a project, create tickets, and log time.
Each write uses your PSA integration’s API account, which needs project edit access. See the project permissions in the Autotask, ConnectWise and Halo guides.

Create a native project (MSP staff)

Click New project, choose a template, and choose MSPortal only to keep the project in MSPortal. You need project write permission. Company users ask their MSP to start new work. See Native Projects: Start to Finish.

Troubleshooting

Frequently asked questions

Open Projects, choose Cards or List, search for the project, and click it. See Find and open a project.
Dashboard and Dispatch are for MSP staff only. Each of the other views has its own role permission. The MSP also sets which projects and fields clients see.
It writes back. When you change a project’s status or reschedule a project, phase or task in MSPortal, the change is written to Autotask or ConnectWise, so you do not update it again there. If the PSA rejects a change, MSPortal shows an error and keeps the old value. Milestones and other MSPortal-only records stay in MSPortal. See What writes back to your PSA.
No. Search, filters, sort, and view only change what you see. Your browser remembers some of them. Moving a status or rescheduling are separate actions.

Native Projects

Create, deliver, and close out an MSPortal-only project.

Project templates

Build reusable plans with phases, tickets, decisions, and action items.

AI, MCP, and client reviews

Connect delivery evidence to reviewed updates, QBR reports, and meetings.

Project workspace

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

Project calendar

Navigate Schedule and inspect scheduled project work.

Dispatch project work

See who is working on what by day and plan a project’s schedule.

Project settings

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

Integrations

Connect your PSA and review its configuration.