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Open Projects, select the project, and choose Overview. Company users see information available to their account; the MSP manages the project and access permissions.

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Read the summary

1

Check the project and Company

Check the project name and Company before interpreting its status, health, dates, or contacts. Status and health are separate indicators; neither replaces the underlying work and updates.
2

Read the narrative

Project Summary contains the project’s summary when available and enabled. Project Outcome contains the description maintained by the MSP. Use Show more to expand long text and Show less to collapse it.
3

Read the latest Weekly Summary

Review Completed, Coming Up, Risks & Concerns, and Decisions Needed when present. The summary is selected by its Week of date, not its last edit time. Open Updates for other weeks.
4

Follow the relevant detail

The top information bar can show Phase, Goal, and the next shared pending or in-progress milestone. What You’re Getting previews up to five deliverables; open Deliverables for the full available list and files. Respond to assigned requests in Decisions or Action Items.
The next milestone can be overdue; “Next” does not guarantee a future date. A Phase label describes the current phase and is separate from the detailed plan in Phases. Summary cards do not approve work or change its status. This example was captured in the MSP Demo project. Company users see only information available to their account.

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Understand the different measures

A missing measure can mean it is disabled, not shared, unavailable, or zero. Completion at zero is not shown as a separate bar. Ticket visibility and display settings can affect the available counts. Ask your MSP when figures disagree; do not assume all progress bars should match. Some small projects show one ticket directly above the summary, including its status, owner, description, hours, and optional Time Entries. Read those as ticket information. Available time-entry views and the separate time summary can differ from imported project totals.

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Review dates and contacts

Details may show Type, Budget Type, PO Number, Started, Target Finish or Overdue, Deadline, and Last Sync. Deadline appears separately when it differs from Target Finish. These values depend on available project data and display settings. Last Sync describes a synchronization timestamp, not proof that every part of the workspace changed at that moment. Under Contacts, review Project Lead, Client Sponsor, and Additional Contact entries. Select an email or phone link to open your device’s email or calling application. The copy control beside a lead or sponsor copies the email address; it does not send a message. Custom fields may appear separately with the values your role can read. Not set means no displayed value, not that a requirement has been satisfied. Ask the MSP about missing fields, corrections, or access. MSP staff can edit the project narrative and maintain contacts.

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FAQs

There may be no update available to you. Ask whether your MSP has written and shared one; an empty summary does not mean no project work has happened.
Overview selects the update with the latest Week of date. Open Updates to read other reporting weeks.
No. That measures hours used against the estimate. Check project status, completion, deliverables, and outstanding requests separately.
Overview counts shared milestones. The MSP’s Timeline can include internal milestones as well.
What You’re Getting previews at most five. Open Deliverables for the full list available to your account and any shared documents.
Your MSP manages project contacts and user permissions. Being listed as a contact or sponsor does not itself grant portal access or editing rights.
It opens your email application. The copy button only copies the address. Neither automatically submits a ticket; for support, start with the Home AI Assistant.