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Open Settings > Projects to configure the Projects area. The page has five tabs: Client project access, Display Configuration, Kanban Board Settings, Status Mapping, and Custom Fields.

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Before you start

You need project-settings read access to view this page and write access to change it. PSA-specific selectors depend on the integrations and definitions available in your tenant.
The first four tabs share the header Save button. Custom Fields changes are saved immediately; the header Save button does not apply to that tab.

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Client project access

This tab controls which projects company users can see. MSP staff continue to use their own permitted project scope. Client project access choices and active/inactive project health status controls
1

Choose Filtered projects

Select Filtered projects to reveal the available selectors.
2

Select the projects to include

Choose Project types, supported Project boards or Lines of business, and/or Specific projects. Use the searchable project selector for individual projects. Autotask uses lines of business rather than project boards.
3

Save the access rules

Select Save in the header. Review the result using the intended client role and company scope.
Filtered projects with no selections gives company users no projects. Individually hidden projects remain hidden even when they match an inclusion filter. Global search follows the same project access rules.

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Project health status

On the same tab, mark each exact PSA status Active or Inactive. Inactive statuses are excluded from health KPIs and Projects needing attention. New PSA statuses start as active. Use this to exclude statuses that should not participate in portfolio health. It does not change the project’s PSA status, replace client access rules, or configure Kanban column mappings. Select Save to apply changes.

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Display Configuration

Use Section Visibility for detail-page sections and Field Visibility for cards and the project list. The sample card preview updates as you change the display options. Display Configuration showing project section visibility controls Section controls include Timeline, Progress, Hours, Financials, Details, PSA Phases, Project Tickets, Time Entries, and Project Summary. Field controls include project/company names, status, progress, dates, hours, revenue, summary, project lead, variances, timeline comparison, and Last Changed.
  • Project Tickets requires PSA Phases.
  • Time Entries requires Project Tickets.
  • PSA Phases is required for Halo PSA and cannot be disabled there.
  • Ticket Kanban has its own control on Kanban Board Settings.
Select Save after reviewing your selections. Display controls do not grant access to projects or replace role permissions. Project field visibility checkboxes alongside the complete built-in card preview

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Kanban Board Settings

Enable Kanban Board to make the ticket board available on eligible project workspaces. Configure Kanban technicians to determine the technician columns and assignable roster. Kanban Board Settings with technician column modes, PSA groups, and specific technician selectors Leave both roster selectors empty to allow every active PSA agent. ConnectWise projects remain limited to their ConnectWise project team; roster settings can narrow that team further. Save the settings when finished.

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Status Mapping

Configure Project Statuses and Ticket Statuses separately. The first organizes whole projects; the second organizes tickets inside project Kanban. Status Mapping with raw PSA status mode, unmapped statuses, and configurable project groups
1

Choose raw statuses or groups

Enable Use Raw PSA Statuses to display original PSA names. To group statuses, keep it disabled and review the configured columns.
2

Place unmapped statuses

Use Assign beside an unmapped status, or drag it into a group. Smart Match helps place remaining unmapped statuses; review its result. You can also use Generate with AI and review the generated mappings before saving.
3

Review columns and defaults

Add or rename groups as needed. Where a default status is configured, it determines the destination used for a board move; otherwise a move can require a status selection. A status belongs to one group at a time.
4

Save the mappings

Check both Project Statuses and Ticket Statuses, then select Save.
Check the Unmapped Statuses warning before saving. Grouped views can omit items whose PSA status is not mapped. Clear All clears the current mapping configuration; review it before saving.

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Custom Fields

Add supported ConnectWise, Halo, or Autotask custom fields and decide where they appear and who can access them. Custom Fields settings showing provider sync status and configured project fields
1

Check field definitions

Review the provider’s last sync. Definitions refresh daily. Use Sync now after changing definitions in your PSA and wait for the sync result.
2

Add a field

Under Project fields or Project ticket fields, select Add field and search the available PSA definitions. Open an added field to configure it.
3

Set visibility and access

Configure Show on projects and, for project fields, List and filters. Choose Who can view and Who can edit using Staff only or Selected roles. Selected roles with no roles chosen grants no access.
4

Choose whether to allow PSA edits

Enable Allow edits only for a supported writable field. An editor also needs field-view access, project edit permission, and the configured field-edit access. Edits to the field value are written back to the PSA.
Project fields appear on the overview and optionally in list columns and filters. Project ticket fields appear when a ticket is expanded under Phases.
Changes on Custom Fields are saved immediately. Configure role access before showing a field in project views.

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Save, leave, or reset

The header Save applies changes across the first four tabs. Switching between them lets you continue editing the same unsaved configuration. If you navigate away with unsaved changes, review the app’s prompt. Reset replaces those form values with product defaults locally. Review the result and select Save to apply it. Reset does not immediately change the saved configuration and does not undo separately saved Custom Fields changes.

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Troubleshooting

Projects

Review the portfolio and project health.

Project workspace

Use project tabs and collaboration tools.

Project calendar

Review schedules and supported date changes.

Integrations

Configure your PSA connection.

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Native project templates

Use Templates to build reusable phases, tickets, decisions, and action items. Save a template, then use Projects > New project and select MSPortal only to create native delivery work. See Project Templates and Native Projects. Template changes have their own save action; they do not use the display-settings Save button.