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The workspace groups related project pages into sections. Open Overview for the dashboard. MSP staff switch between MSP Dashboard and Client Dashboard; company users receive their permitted client view.
This page shows Company users and MSP staff how to read a project’s dashboard: the summary, progress, dates, and contacts.

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Before you start

  • You need access to the project. Company users see only what their MSP shares. The MSP manages project access and display settings.
  • Open Projects, click the project, and click Overview.

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Read the MSP Dashboard

MSP staff use MSP Dashboard for operational work. On projects without an onboarding portal, it combines:
  • Counts of Open tasks, Unassigned open tasks, pending Decisions, and pending Action Items, plus Actual hours and Budget hours. The budget tile shows the percentage used when both values exist.
  • Up to five open tasks, ordered by scheduled end date (or start date when there is no end), with undated work last. Rows show the owner, phase, priority, status, hours, and end date when known. Click Unassigned open tasks to narrow the list, or Open tasks to restore it. Schedule opens the full plan when your role allows it.
  • Up to five pending decisions and action items. Click a title to open it, or click Decisions or Action Items for the full lists.
  • The latest weekly update, expanded description and deliverables preview, company, status, health, current phase, shared milestones, hours, budget, dates, and contacts. Project display settings still apply.
Linked onboarding projects retain their onboarding overview beneath the summary rail. Use Team & Contacts for onboarding invite contacts and assigned staff, and Client Portal for portal administration. Company users do not see these staff management areas.
Overview Dashboard for a linked onboarding project with MSP and Client Dashboard switch and onboarding progress

MSP staff review linked onboarding progress and outstanding work within the project dashboard.

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Read the Client Dashboard

MSP staff click Client Dashboard next to MSP Dashboard to see what clients see. Company users get the client view without the switch. A recorded 0% completion is shown, and an unavailable percentage stays blank. Turning dates off in project display settings also hides the next milestone’s date.

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Read the summary

1

Check the project and Company

Check the project name and company first. Status and health are separate indicators. Neither replaces the actual 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 summary panel on the right shows Phase, Goal, and the Next shared milestone that is pending or in progress. What You’re Getting previews up to five deliverables. Open Deliverables for the full list and files. Answer requests assigned to you in Decisions or Action Items.
The Next milestone can be overdue. The Phase label is separate from the detailed plan in Project Plan > Tasks. Project Outcome card with a synthetic pilot workstation handover description This example was captured in the MSP Demo project.

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Understand the different measures

A missing measure can mean it is turned off, not shared, unavailable, or zero. Ticket visibility and display settings change the counts. The progress bars do not have to match each other. Ask your MSP if figures disagree. Small projects with one ticket show that ticket above the summary, with its status, owner, description, and hours. Detailed time entries are on the staff-only MSP Dashboard. Company users see the shared summary hours when they are turned on.

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Review dates and contacts

Details can show Type, Budget Type, PO Number, Started, Target Finish (or Overdue), Deadline, and Last Sync. Deadline appears when it differs from Target Finish. What shows depends on the project data and display settings. Last Sync is the time of the last PSA sync. Under Contacts, you see Project Lead, Client Sponsor, and Additional Contact entries. Click an email or phone link to open your email or phone app. The copy button beside a lead or sponsor copies the email address and sends nothing.
When your MSP turns on the Teams chat setting, a small Teams icon beside Project Lead opens a direct chat with the manager. It appears only when a valid manager email is available. See project contacts.
Custom fields show the values your role can read. Not set means there is no value yet. Ask your MSP about missing fields or corrections. MSP staff can edit the project narrative and maintain contacts.

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Troubleshooting

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Frequently asked questions

Your MSP may not have written or shared one yet. An empty summary does not mean no work has happened.
Client Dashboard 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.
Client Dashboard counts shared milestones. The MSP’s Project Plan > Milestones view 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.
No. Your MSP manages contacts and permissions. Being listed as a contact or sponsor does not give you portal access or editing rights.
No. It opens your email app. The copy button only copies the address. For support, start with the Home AI Assistant.