> ## 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.

# Read the ConnectWise project team

> Review team assignments, roles, assigned hours, dates, and status in the MSP Project Team view.

**Audience:** MSP staff with access to the ConnectWise project. The **Team** tab is not available to Company users or for other project providers. Company users can [read shared project contacts on Overview](/user-guides/projects/read-project-overview); their MSP manages staffing and portal permissions.

Open **Projects**, select a ConnectWise project, and choose **Team**. This is a reading view of the project's ConnectWise assignments. Add, remove, or change those assignments in ConnectWise; this tab has no team-member editor.

## Find a team assignment

<Steps>
  <Step title="Check the project">
    Confirm the project and Company before reading the team. **Project team** identifies this view; **Live from ConnectWise** describes where the assignments are loaded from.
  </Step>

  <Step title="Read the assignment row">
    **Person** shows the member name and available profile information. **Project role**, **Work role**, **Hours**, and **Status** describe the assignment. One person can have more than one assignment row.
  </Step>

  <Step title="Filter the table">
    Use the Person text filter to search a name, member identifier, or email. Use Project role, Work role, or Status to select matching values, or Hours to narrow the assigned-hour range. Clear filters before concluding that someone is missing.
  </Step>

  <Step title="Check the other pages and columns">
    Use **Rows per page** for 25, 50, or 100 rows, and **Previous** or **Next** when another page exists. Open **Columns** to make Department, Start date, and End date visible. On a narrow screen, scroll the table horizontally to reach additional columns.
  </Step>
</Steps>

The Person filter does not search every field displayed under a name: a job title is not part of that search. Use the appropriate role or department filter for those values. Changing a table filter does not alter ConnectWise assignments.

## Understand the totals

| Summary            | Meaning                                                                                                                                                    |
| ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **People**         | Distinct people across the loaded assignments, including inactive or ended assignments. It is not the number available to work now.                        |
| **Project roles**  | Distinct populated project-role labels. Several people can share one role.                                                                                 |
| **Assigned hours** | Sum of hours on the assignment rows. Missing values contribute zero. This is allocated effort, not recorded time, billed hours, or remaining availability. |

The summary cards describe the full loaded team and do not recalculate when you filter the table or move between pages. The row count can exceed People when a person has several assignments.

**Not assigned** in Hours means no hours value was supplied for that row. It is different from an explicit zero-hour assignment, even though both contribute zero to the summary. A zero Hours filter can include rows without a supplied value.

## Interpret Status and dates

| Status       | Meaning                                                                                                    |
| ------------ | ---------------------------------------------------------------------------------------------------------- |
| **Inactive** | The synchronized member profile is marked disabled. This takes precedence over the assignment's dates.     |
| **Upcoming** | The member is not marked disabled and the assignment starts in the future.                                 |
| **Ended**    | The member is not marked disabled, the start is not in the future, and the end is before the current time. |
| **No dates** | The member is not marked disabled and neither assignment date is available.                                |
| **Active**   | The dated assignment meets none of the conditions above.                                                   |

Status is an assignment/profile indicator, not the project's status or evidence that someone is currently working on it. Missing or unavailable profile information can limit the inactive indicator. Start date and End date are separate assignment fields; their filters do not represent all work scheduled between them.

## Choose your columns

Open **Columns**. Use the eye control to show or hide an optional column and the grip to change its order. **Person** is required. Department, Start date, and End date are hidden by default.

<img src="https://mintcdn.com/msportal/qpdBpWGevPXfju6k/images/product/project-team-columns.png?fit=max&auto=format&n=qpdBpWGevPXfju6k&q=85&s=f447d506d80544024a1c7ebb1f103bb7" alt="MSP Project Team Column Preferences with Person required, Department and assignment dates hidden, and Cancel and Save Changes controls" width="1080" height="1920" data-path="images/product/project-team-columns.png" />

This capture shows the MSP column panel. It contains display controls only; it does not edit project assignments.

Select **Save Changes** to apply your display preferences. **Cancel** or closing the panel discards changes in that panel. **Reset** prepares the default order and visibility; you still need Save Changes to apply them. These preferences affect your table display, not a technician's assignment or access permissions.

## Freshness and missing information

Team assignments are requested from ConnectWise when the view loads new data. Member email, title, department, photo, and disabled state can come from the synchronized member profile. They can therefore have different freshness from the assignment itself. **Live from ConnectWise** does not mean every field continuously refreshes; the view can reuse a recent loaded result.

* **No project team assigned** means no assignment rows were returned for this view. Check the project's team in ConnectWise. Filtering an existing team to no matches can also show an empty table; clear filters first.
* **Project team unavailable** means loading failed. It does not prove there is no team. Ask an MSP administrator to check project access and the ConnectWise connection, then reopen the view after the issue is resolved.
* Missing profile details do not necessarily remove the assignment. Verify the member sync and source record if an email, department, or title is absent.

The Team roster is separate from the client sponsor and additional contacts on Overview. For those contacts, use [Manage project contacts](/user-guides/projects/manage-project-contacts). A ConnectWise project role is also separate from a portal permission role.

## FAQs

<AccordionGroup>
  <Accordion title="Why is Team missing from my project?">
    Team is an MSP-only tab for ConnectWise projects. Company users and other project providers do not receive this view. Ask your MSP about the appropriate contact or staffing information.
  </Accordion>

  <Accordion title="Can I add or remove a team member here?">
    No. Update the project's team in ConnectWise, then check the portal after fresh data loads. The Team table does not create users or grant portal permissions.
  </Accordion>

  <Accordion title="Why are there more rows than People?">
    Rows represent assignments. The same person can hold several assignments, while People counts that person once.
  </Accordion>

  <Accordion title="Does Assigned hours tell me how long the team worked?">
    No. It totals assigned effort. Use the appropriate project or ticket time information for recorded work; do not interpret assigned hours as billable time or completion.
  </Accordion>

  <Accordion title="Why do the summary cards stay the same after filtering?">
    They describe the full loaded team, including rows outside the current filter or page. Table filters change the displayed assignments only.
  </Accordion>

  <Accordion title="Does Inactive mean the project or assignment is completed?">
    No. It reflects a member profile marked disabled. Ended is a separate date-based indicator; neither completes the project or its tickets.
  </Accordion>

  <Accordion title="Where are the assignment dates and department?">
    Open Columns, show Start date, End date, or Department, then Save Changes. They are hidden by default. On smaller screens, scroll the table horizontally.
  </Accordion>

  <Accordion title="Does a project role give someone portal access?">
    No. A ConnectWise Project role describes their project assignment. MSP administrators manage [portal users and permissions](/user-guides/settings/users-roles) separately.
  </Accordion>
</AccordionGroup>