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Projects > Schedule shows dated work from your projects on a calendar. This page shows Company users and MSP staff how to move around it, change the grouping, and reschedule items. For what each item means, see Read a project schedule. For search and filters, see Filter the project schedule.

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Before you start

  • You need the Schedule view permission for Projects.
  • The calendar shows only items that have dates. Work without dates, or work your PSA has not synced, does not appear.
  • Company users see the milestones their MSP shares. MSP staff see project spans, phases, tasks, milestones, and Autotask service calls. A single project’s own Schedule tab can show more dated work, as allowed by your MSP’s client display settings.
Project Schedule in Week view filtered to a Demo onboarding project Month view showing the date span of the filtered Demo onboarding project These screenshots show the MSP Demo calendar.

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Move around the calendar

1

Open Schedule

Pick a company in the company selector, then open Projects and click Schedule.
2

Choose the period

Click Day, Week, Month, or Year. Use the previous and next arrows to move one period, and click Today to jump back. You can also press the left and right arrow keys, and T for today.
3

Choose the grouping

Click Projects, Tasks, or Start dates in the toolbar. See Group the schedule.
4

Find the work

Click the search (magnifier) icon and type a project, company, or outcome. For more options, see Filter the project schedule.
5

Open an item

Click an item. Projects, phases, and milestones open the project, on the tab that holds the item. Tasks and Autotask service calls open the ticket details.
In Month view, each day lists its items as lines with a colored dot, and timed items show their start time first. When a day has more items than fit, click +N more to see the rest.

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Group the schedule

Click Projects, Tasks, or Start dates in the toolbar. Projects is the starting choice, and your browser remembers the one you pick. Projects > Schedule in Month view grouped by Projects, with each day listing project names and a more-items link Projects > Schedule grouped by Start dates, showing a single project on its start date Branch preview. These Demo captures come from a pre-release build. Projects and Start dates lines are summaries, so they have no Reschedule option. Switch to Tasks to change one item’s dates.

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Reschedule an item

MSP staff can change dates from the calendar. Company users cannot, so they should ask their MSP.
1

Switch to Tasks grouping

Click Tasks in the toolbar, so each item has its own line.
2

Open the item menu

In Month or Week view, click the … menu on the item and choose Reschedule.
3

Set the new dates

Check the item title. Set New date range, or New milestone date for a milestone.
4

Save

Click Save Changes. Check the new date on the calendar and in the item’s details. Click Cancel to leave the dates alone.
What you can reschedule depends on the item and your permissions. When the scheduling feature is on, rescheduling a task opens the Schedule workspace instead of the date dialog.

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Review project teams and upcoming work (MSP staff)

Some ConnectWise portals have the Project tracker feature turned on.
1

Filter by team

Click Filters and use Project team member and Project team role to find projects by who works on them. Use Status to narrow by project status.
2

Open a project's team

Click a project’s end marker on the calendar. Its title starts with Project ends. The Project team window shows the company, status, start and end dates, days until the end, and the people assigned. Click Open project for the full workspace.
3

Include upcoming work

In the filter bar, click Upcoming to see only upcoming work, or All to see it with open and closed projects. Use Sales stage in Filters to narrow it. You need planner read access.
4

Open an upcoming item

Click an Upcoming item on the calendar to see its company, opportunity type, sales stage, status, sales rep, date, and estimated revenue. Click Open item to go to it.
Upcoming work shows open sales opportunities that match your rules, planner items in the statuses you choose, and projects marked upcoming. Only deals for companies already imported into MSPortal appear. An admin sets the rules under Settings > Projects > Upcoming projects.

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Troubleshooting

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Frequently asked questions

Company users see shared milestones. MSP staff also see project spans, phases, tasks, and service calls.
No. A span shows planned dates. Only an Autotask service call is a timed booking.
No. It changes the milestone’s planned date in MSPortal only.

Projects

Return to the portfolio guide.

Project workspace

Review details and collaborate on a project.

Plan a project schedule

Plan tasks, owners, and dependencies in the Schedule workspace.