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Select a project from Projects to open its workspace. The header contains the available tabs and, when your role permits changes, Edit Project Details.

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Before you start

You need access to the project. Editing project details and collaboration items requires project overlay-edit permission; changing PSA statuses requires status-edit permission. Assignment changes and supported PSA rescheduling require project write access. Tabs also depend on display settings, provider support, and the project’s data. A small project without multiple tickets may not show Phases or ticket Kanban.

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Choose the right tab

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Review phases, tickets, and time

1

Open Phases

Select Phases to review each phase’s status, dates, hours, and progress.
2

Expand a phase

Select a phase row to inspect its tickets. Review the owner, status, and recorded versus estimated hours.
3

Inspect the work

Where enabled, expand a ticket to see time entries and their notes. Project ticket custom fields can also appear here when configured.
From an available phase or ticket action menu, choose Create Deliverable, Create Update, or Decision Needed to start a linked item. Edit the newly added item on its destination tab. Inline changes are saved as you edit; review visibility and dates as part of the change.

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Use ticket Kanban

The project-level Kanban tab is available when enabled in project settings and permitted by your role. It is distinct from the portfolio Kanban board. Use its search and completed-ticket controls to focus the board. Choose Status, Technician, or Priority grouping and a card density of Comfortable, Compact, or Dense. When your role and PSA support the change, drag a ticket between columns. Choose the destination status or assignee when prompted. In technician mode, Assign to… opens the picker for another eligible technician; administrators can instead show everyone in the configured roster. ConnectWise assignments remain limited to the project team. An administrator’s roster filters can narrow the available team further.

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Edit project details

Select Edit Project Details, update the available general information or contacts, and save. Review any manual health selection and its explanation so other viewers understand the project’s condition. PSA-backed fields and MSPortal collaboration items have different destinations. A project status or supported ticket change can write back to the PSA; do not assume a weekly update, deliverable, or client decision becomes a PSA record.

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Use Project AI

Open Project AI from the right edge of the workspace to ask about the project or draft an update, action item, deliverable, milestone, or decision. The assistant can use the project information available to your account. Proposed changes appear for review before they are applied. Read each proposal, check its details and visibility, and approve only the changes you intend to make. Read-only users can ask questions but cannot apply changes.

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Troubleshooting

Project calendar

Inspect scheduled work and supported rescheduling.

Project settings

Configure tabs, field access, and status mappings.