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The Schedule workspace lets MSP staff plan one project’s tasks as a draft. You can move and resize tasks, assign people, link dependent work, and ask Smart Schedule for a proposal. Nothing changes in MSPortal or your PSA until you select Save schedule. Audience: MSP staff with project write permission. Company users cannot open the workspace; they read shared dates in Read a project schedule.

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Before you start

Saving also requires an active MSPortal subscription. Completed tasks appear dimmed and cannot be moved or edited.

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Open the workspace

1

Open a schedule

Go to Projects > Schedule to plan any open project in the selected company scope, or open a project and select its Schedule tab to plan only that project.
2

Select Plan schedule

Plan schedule appears above the calendar. From an individual project, the Project selector is locked to that project. From Projects > Schedule, choose the project in Project.
3

Or start from a task

In either calendar, open a task’s item menu and select Reschedule. The workspace opens on that task’s project, jumps to its start date, and selects the task for editing.
The line under the toolbar tells you where changes go. It reads Native project · saves in MSPortal for native projects, or Dates and owners sync to your PSA when you save. Scheduling rules stay in MSPortal. for connected projects. The status beside it shows No unsaved changes or the number of task changes in your draft.
Project tasks arranged across the selected week in the Schedule workspace

Calendar view of a Demo project in the Schedule workspace.

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Choose a view

Select Calendar, Timeline or Dependencies above the schedule. Use Previous week and Next week, or pick a date in the date field, to change the first day shown. Find work… filters both the unscheduled list and the calendar cards by title. Task cards show the title, assigned person and remaining hours. An anchor icon and amber accent mark anchored tasks. A teal accent marks tasks on the critical path, where any delay pushes out the end of the linked work.
Project task rows with bars spanning their scheduled days

Timeline view of dated project tasks.

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Move and edit tasks

The Unscheduled work panel lists open tasks without both dates, with a count beside its title. It reads All open work has dates. when nothing is left.
  • Move a task. Drag its card onto a day in Calendar, or onto a day cell in Timeline. The task keeps its duration in working days.
  • Resize a task. Drag the handle on the card’s last day to a later day to change its end date.
  • Schedule unscheduled work. Drag a card from Unscheduled work onto its start day.
  • Edit a task. Select its card, row or box. You can also right-click a card and select Reschedule.
Anchored and completed tasks cannot be dragged. Drag and selection pause while a Smart Schedule proposal is open.

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Use the task editor

The task editor opens beside the schedule. Date fields wait for Apply to draft; the other fields update the draft as you change them. If you change a date field without applying it, Save schedule and Smart Schedule stay disabled. Selecting another task shows Apply to draft as a reminder.
Selected completed project task with dates, assigned person and scheduling fields

A completed task with its date controls disabled.

Dependencies live on the later task. Select that task, then choose a Predecessor, a Type and a Lead / lag (working days) value, and select Add dependency. A positive lag adds working days and a negative value creates a lead. Use the remove control beside a listed dependency to delete it. MSPortal rejects a link that creates a loop with These dependencies form a cycle. Remove a link before scheduling.
Task boxes in the Dependencies view beside the selected task editor

Dependencies view; this Demo project has no links configured.

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Use Smart Schedule

Smart Schedule proposes dates, and owners where needed, for open tasks that are not anchored. It uses durations, remaining hours, dependencies, anchors, required skills and daily capacity.
1

Check the planning settings

Expand Working calendar and skills below the schedule. Set Schedule from, Daily capacity (hours per person), Holidays / non-working dates (YYYY-MM-DD, comma separated) and the working weekday checkboxes. New plans start with Monday to Friday and 8 hours per day.
2

Choose owner handling

Unassigned tasks always receive a proposed owner. Select Recommend different owners to balance workload to let Smart Schedule reassign tasks that already have owners.
3

Generate the proposal

Select Smart Schedule. A panel lists each changed task with its old and new dates and owner, headed by the number of tasks that will change.
4

Accept or reject it

Select Accept proposal to copy the changes into your draft, or Reject proposal to drop them. Accepting does not save. Review the result, then select Save schedule.
If the plan already fits, the workspace shows The schedule already fits these constraints. instead of a proposal. Capacity counts this project’s work, the same people’s dated tasks in other open projects on the same PSA connection in the selected company scope, and accessible calendar appointments and busy blocks for staff linked to portal users. Unlinked calendars and unscheduled service work are not counted. Smart Schedule plans whole working days within one year of Schedule from; it does not book timed appointments. Smart Schedule stays disabled until assignable people and calendar availability load. If either fails, the settings area shows Calendar availability or assignable people could not be loaded. Smart Schedule is unavailable until these reads succeed.

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Review schedule checks

The Schedule checks count sits beside Working calendar and skills. Expand the section to see each check, and select one to open its task. Resolve the two blocking checks before you save. The other checks are warnings you can save with.

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Save your plan

For a ConnectWise, Autotask or Halo project, the sequence is Smart Schedule → Accept proposal → Save schedule. Saving updates the actual project tickets or tasks in your PSA with the changed start dates, end dates and assigned people. Generating or accepting a proposal alone does not write to the PSA. These are date-based task schedules. Saving does not create timed technician appointments or dispatch-board bookings.
1

Save

Select Save schedule. The button reads Saving and syncing… while MSPortal writes each changed task. You cannot close the workspace during a save.
2

Confirm the result

Schedule saved confirms success. The workspace then reloads the latest project data before you can edit again.
3

Recover from a failure

The schedule could not be saved. Your draft is retained. reports a failed save. Review the reloaded task dates and owners before retrying: an upstream date change can succeed before a later owner update fails. A message such as 3 tasks saved before a failure. Your remaining changes are retained. means earlier tasks already synced. After the reload, your unsaved changes return on top of the latest data. Review them and save again.
Only one save can run for a project at a time. If another planner saved the project after you opened it, your save fails without writing. After the reload, your changes return on top of their saved schedule, so review them and save again.

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Protect, discard, print and export

Discard changes resets the draft to the last loaded schedule. Closing the workspace, switching Project, or using the browser Back button with unsaved changes asks Discard this schedule draft? Select Keep editing to stay, or Discard changes to leave. Closing the browser tab shows your browser’s own leave warning. Print / save PDF opens your browser’s print dialog with a landscape table of tasks, start dates, end dates and assigned people. Export XML downloads project-schedule.xml with the task dates, owners and planning rules. Both use the tasks currently shown, including an open proposal.

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FAQs

The button requires an MSP staff account with project write permission. Company users and read-only roles do not see it.
No. They are MSPortal scheduling rules. Only task dates and assigned people sync to ConnectWise, Autotask or Halo.
The list shows open projects in the current company scope. Change the company selector before opening the workspace. Closed projects and projects outside the scope do not load, and the workspace shows No projects are available in this company scope. if none match.
Check for unapplied date fields, an open Smart Schedule proposal, or a Fixed anchor conflict or Dependency dates conflict check. The button also stays disabled when the draft has no changes.
No. It assigns whole working days to tasks. Use your PSA or the Calendar module for timed bookings.

Project calendar

Navigate Schedule and reschedule projects, phases and milestones.

Read a project schedule

Interpret dated items and their details.