Skip to main content
This page shows Company users and MSP staff how to find a project in Cards or List, read its summary, and open it.

​
Before you start

  • You need Projects access and permission for Cards or List. Each view has its own permission.
  • Company users see only the projects their MSP shares with them. Dashboard and Dispatch are MSP-only views.
  • MSP staff can search across every company they can access.

​
Find and open a project

1

Choose your company

Use the company selector if it is available, then open Projects. Global View includes only companies you can access.
2

Choose Cards or List

Use Cards for summaries or List to compare rows. Your browser can remember a previous view. If a tab is missing, choose another available view or ask your MSP about its permission.
3

Find the project

Click the search (magnifier) icon and enter part of the project name, company name, or outcome. The state starts on Open. Choose Closed for closed projects, or All to search both. See Filter and sort projects for dates, managers, status, and health.
4

Open its workspace

Click the project card or table row to open its workspace. Use the page controls at the bottom to see more results.
MSPortal Demo project cards with a health badge and status under each name, the next action, labelled Hours and Timeline bars, and the project lead This MSPortal Demo example shows labelled Hours and Timeline bars, the next action and the project lead on each card. Company users do not see the Dashboard tab.

​
Read the project summary

The next action reads Waiting on you when the pending action is assigned to you, Waiting on a named person, or Waiting on client. The request itself sits on the line below. A milestone reads Next milestone with its date. Open the project to read the request before you respond. On a card, the hours and timeline bars sit together near the bottom, so you can see whether hours used keep pace with time elapsed. Hover over the status, company, next action, Hours, or Timeline to see what each one means and where it comes from. Cards show only the fields your MSP turns on. A card shows up to four populated custom fields. List can show more.

​
Compare projects in List

1

Choose a sort order

Use the Sort by menu, for example Name (A-Z), Last Changed, or Due Date (Soonest). Column headings do not sort the whole portfolio.
2

Choose the columns

Click Columns above the table and tick the columns you want. MSP staff with the Project tracker can also turn on a column for each PSA project role, such as Technical Lead or Account Manager. Role columns start hidden.
3

Filter a column

Use the filter on a column heading. See Filter List columns.
Projects List with Project Lead, Project Manager, and Team Member role columns turned on The … menu on a card or row offers Add to Meeting, and Reschedule for MSP staff with project write permission. Company users do not get Reschedule.

​
Troubleshooting

​
Frequently asked questions

Company scope, your role, Client project access settings, and each project’s visibility limit what Company users see. Ask your MSP to review them.
No. The card’s hours progress compares hours used with the estimate. Check the project status, milestones, and updates for completion.
Dashboard and Dispatch are MSP-only. Cards, List, Kanban, and Schedule each need their own view permission, and Dispatch uses the Schedule permission.
No. New project is for MSP staff with project write permission. Ask your MSP to scope the work, or start with the Home AI Assistant and review its proposed ticket before you confirm.