> ## Documentation Index > Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt > Use this file to discover all available pages before exploring further. # Projects > Review your project portfolio, track health, and open project workspaces or the schedule calendar Open **Projects** to review work across the companies you can access. MSPortal combines native projects and 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. Native projects run directly in MSPortal. PSA project details also depend on your connected provider. Project settings and permissions control the available views. 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 | View | Use it to | | - | - | | **Dashboard** (MSP only) | Review portfolio health, the evidence behind each metric, and projects needing attention. | | **Cards** | Scan project summaries, dates, hours, contacts, and the next action. Displayed fields depend on project settings. | | **List** | Compare projects in a table and choose visible columns. | | **Kanban** | Review projects by their configured PSA status groups. | | **Schedule** | See dated projects and their scheduled work on a calendar. | Filtered Demo project cards with portfolio view tabs and health filters ### Find a project Follow [Find and open a project](/user-guides/projects/find-projects) for Company and MSP instructions, or [Filter and sort projects](/user-guides/projects/filter-projects) for dates, managers, health, and remembered choices. Use the company selector at the top of the app. Then open **Projects**. 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. Select a project card or list row to open its workspace. Clear your filters and separately switch to **All** if you cannot find an older project. Clearing filters leaves Open / Closed / All unchanged. 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 For MSP staff, 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 | Problem | What to check | | - | - | | No projects appear | Company scope, Open/Closed selection, search and filters, and the PSA integration's project sync. For client users, also check client project access and individual project visibility. | | A view or edit control is missing | Your role's project permissions and the project's PSA support. | | Fields or phases are missing | **Settings > Projects > Display Configuration**, plus whether the project contains phases or tickets. | | Health looks incomplete | Eligible sample counts, Unscored projects, source freshness, and active/inactive health statuses. | ## Create and deliver a native project MSP staff with project write permission can select **New project**, when available, to create from a reusable template. Company users request new work through their MSP. Choose **MSPortal only** to keep the project, phases, and tickets in MSPortal. Follow [Native Projects: Start to Finish](/user-guides/projects/native-projects) for the complete workflow. ## Related guides Create, deliver, and close out an MSPortal-only project. Build reusable plans with phases, tickets, decisions, and action items. Connect delivery evidence to reviewed updates, QBR reports, and meetings. Work with milestones, updates, decisions, action items, and tickets. Navigate Schedule and inspect scheduled project work. Configure access, display, Kanban, status mappings, and custom fields. Connect your PSA and review its configuration. ## FAQs Open Projects and choose Cards or List if your role allows it. Search for the project, check Open / Closed / All and filters, then select its card or row. See [Find and open a project](/user-guides/projects/find-projects). Dashboard is MSP-only. Cards, List, Kanban, and Schedule each have separate role permissions. The MSP also controls which projects and fields are shared with Company users. No. Search, view selection, filters, and sort change the displayed results. Some preferences are remembered in your browser. Record actions such as moving status or rescheduling are separate workflows. The MSP manages users and permission roles. Company administrators should ask their MSP to review access; see [Company user permissions (MSP)](/user-guides/settings/change-company-user-permissions).