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This page shows MSP staff how to edit a project’s goal, description, current phase, health, and client visibility.

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Before you start

  • You need permission to edit project collaboration content (project overlay edit).
  • Company users cannot edit these details. They read the Client Dashboard.
  • The Hide from company users checkbox is for MSP staff only.
MSP Edit Project Details form showing a synthetic goal, description, current phase and Save Changes MSP editing form with synthetic Demo content.

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Update project details

1

Open Edit Project Details

Open Projects, click the project, and click Edit Project Details in the page header.
2

Maintain the narrative

Type a short outcome title in Project Goal, explain the scope and result in Project Description, and enter the label you want shown as the current phase in Current Phase. The limits are 200, 2,000, and 100 characters.
3

Set health, if needed

Health Status starts on Automatic, which works out health from the project’s dates, hours, and hold state. To override it, choose On Track, At Risk, or Blocked, then explain why in Status Note (up to 500 characters). The note shows beside the health badge on the Client Dashboard and in the health overview. Company users can read it on projects shared with them.Edit Project Details with Health Status set to At Risk and a Status Note explaining the overrideMSP editor with Demo sample text. Choose Automatic again to go back to calculated health. Saving then clears the note.
4

Review Company visibility

Tick Hide from company users to hide the project from Company users. Untick it to let it appear for users who already have access. It does not create users or grant permissions. Updates, milestones, deliverables, and documents each have their own visibility setting too.
5

Save Changes

Click Save Changes and wait for Project details updated. The form does not save as you type. Check the Client Dashboard to confirm the values. If saving fails, check the record before you try again.
Project Goal shows as Goal and Current Phase as Phase on the Client Dashboard. Project Description shows as Project Outcome. The form does not rename the project or edit the separate Project Summary. Clearing a field removes that text after you save. Closing the dialog without saving discards your edits. Current Phase is only a label. It does not move tickets, rename a plan phase, reschedule work, or change the project status. These details stay in MSPortal and are not written to your PSA. To change names and contact details, use Client Dashboard > Contacts. For the work plan, see the project workspace.

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Troubleshooting

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Frequently asked questions

Project Description is displayed as Project Outcome. The project’s separate summary is not edited by this form.
No. It only changes a label on the Client Dashboard. Manage the plan and ticket statuses separately.
No. Select Save Changes. Closing the dialog without saving discards its edits.
No. Company users still need project access, and updates, milestones, deliverables, and documents have their own visibility controls.
No. This form edits the goal, description, phase label, health, and Company visibility. Use your PSA or the project’s own workflow for the name, schedule, and status.
Use the edit control in Client Dashboard’s Contacts section, then Save Changes there. See Manage project contacts.