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These destination paths use the grouped project navigation.
This page shows MSP staff how to write weekly updates, add progress and decision bullets, and control what clients see.

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Before you start

  • You need permission to edit project collaboration content (project overlay edit).
  • Company users read shared updates. They cannot edit them.
  • Updates live in MSPortal. Writing a bullet does not close a PSA ticket, schedule work, or send an email.

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Create an update

1

Open Updates

Open Projects, click the project, then click Collaboration and Updates.
2

Add Update

Click the + button at the top of the Weekly Updates list and choose Add Update. If the list is empty, click Add Update in the empty state. The update is created at once and opens on the right. Closing it does not discard it.
3

Check the reporting week

Week Of starts on the Monday of the current week. Click the date to change it. It is the reporting week, not a publish date. Several updates can use the same week.
4

Write the summary

Type a short Summary. Text saves shortly after you stop typing. There is no Save or Publish button.
5

Add list entries

Under Completed This Week, Coming Up Next, Risks & Concerns, or Decisions Needed, type an entry and click the + next to it, or press Enter. Text left in the add field is not added to the list.MSP Demo Completed This Week editor with a saved pilot workstation checklist entry and the adjacent add controlThis synthetic example shows the MSP editor. Company users receive a reading view.Each added entry saves immediately.
6

Correct a saved entry

Click the entry’s text and edit it in place. The change saves when you press Enter or click away. Press Shift+Enter for a line break, or Escape to undo before it saves. Clearing all the text restores the original entry. Use the entry’s delete control to remove it.MSP Demo Risks & Concerns entry being edited in place to show a verified outstanding balance, with its delete control beside itThe MSP editor using Demo sample text. On phones and tablets, the delete control stays visible; on desktop, it appears when you hover over or focus the entry. Editing a Decisions Needed entry also renames its pending request in Decisions and keeps that request’s assignees, due date, and response. If the old title still appears in another update, MSPortal treats the edit as a new decision instead; check Decisions afterward.
7

Share it when ready

Turn on Client Visible to share the update with Company users who can access the project. It saves at once and does not give anyone project access.
8

Check the saved result

Click another week and then back, or reopen the project, to check the update. If you see an error, check what was saved before you repeat a change.
Updates you add on the Updates tab start with Client Visible off. The Create Update shortcut in a phase or ticket menu starts shared. See phase and ticket action menus. After an update is client-visible, every later edit is saved to the shared update. There is no draft copy or approval step. Turn Client Visible off before making private revisions, then review the whole update before you share it again. This does not take back copies people already read.

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Understand Decisions Needed

Adding a Decisions Needed bullet can create a linked pending item in Decisions. Open that register to set the request’s details, due date, urgency, and assignees using Manage project decisions and action items. The related request follows the source update’s audience. Assignment does not automatically notify anyone. Use the request’s explicit notification controls only when you intend to send a message. Decision titles are matched across updates, ignoring letter case and extra spaces. Repeated titles can represent the same pending request. Removing a bullet or an update can remove a pending request that was generated from it; resolving or deleting a linked request can remove matching bullets from more than one update. Give distinct decisions clear, distinct titles and check Decisions after changing these bullets.

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Delete an update

1

Select the update

Click the week in the Weekly Updates list.
2

Delete it

Click Delete at the top of the update and confirm. The update is removed from the project and cannot be undone.
3

Check Decisions

If the update had Decisions Needed bullets, open Collaboration > Decisions and check the related requests.

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Troubleshooting

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Frequently asked questions

There is no separate button. Add Update creates the update at once, Summary saves after a short pause, and the other controls save as you change them. Client Visible decides whether Company users can read it.
It shows the update in the portal. Adding, editing, or sharing an update does not email or notify clients.
Click the + next to the field or press Enter to add it. Text left in the field is not saved.
Open the update, click the entry that has the figure, and edit it in place. Check the Summary too, since AI drafts can repeat a detail.
No. These are notes only. Change the ticket status in the ticket itself.
Decision bullets and linked requests stay in sync. A pending request made from a bullet can disappear when you remove the bullet. Check Decisions after you change or delete an update.
No. The posted time is when the update was created. It is not a publish time, last-edit time, or read receipt.