Choose schedules and visibility for new work and understand what a Standards sync refreshes.
Sync Standards creates a tracking record and a Planner item for every standard at every active company, and refreshes the Planner items that already exist. This page is for MSP staff who manage the Standards catalog.
Branch preview: excluded companies are skipped by Standards sync after the eligibility fix is deployed. Excluding a company also archives its generated Standards Planner work immediately.
Stay on the Standards tab. The sync saves any edits that are still pending before it starts.
2
Click Sync All Companies
The Sync Standards to All Companies dialog opens. It shows how many items across how many categories will be synced.
3
Choose a schedule under Schedule new planner items
Pick On a specific date and choose a date with the date picker. The date becomes both the start date and the due date of each new Planner item. Or pick Send to Unscheduled. New items land in the Unscheduled lane with no start or due date.Sync All Companies in the dialog stays disabled until you pick a date or choose Send to Unscheduled.
4
Decide whether to turn on Hide from company users
Turn it on to mark each new Planner item as internal-only, so company users do not see it in the client portal. Leave it off to let company users see new items.
5
Click Sync All Companies in the dialog
The dialog closes and a message says Standards sync started. Company records will be updated in the background. Click Cancel instead to leave without syncing. Your schedule and visibility choices are not remembered for the next sync.
Review the scope, schedule and visibility before you submit. Counts depend on your catalog.
6
Wait for the background task to finish
The started message means the task was submitted, not that every record is done. Large MSPs can take a moment.
Creates the Planner item for an included company where the standard applies, including for optional standards and categories with no Planner type.
A standard that no longer applies to a company
Archives the Planner item the sync created. The sync restores an item it archived if the company is included again, the standard applies and the item has not been changed since the archive.
Existing company deployment status
Kept as recorded.
Linked Planner title, description and type
Refreshed from the catalog, or from the standard’s Planner template when it has one.
Linked Planner estimate
Set from Default Price when the item has no cost rows. When it has cost rows, their total is the estimate.
Open item without the standard’s current Planner template
Applies the template: business value, hours, probability, notes, cost rows and compliance links. Completed, Cancelled and archived items are skipped.
Linked Planner status
Matched to the Standards status. Planner-only On Hold and Pending Approval states are kept.
Existing Planner dates and visibility
Not changed. The schedule and Hide from company users choices apply to new items only.
Existing public and private Planner notes
Not changed, unless a Planner template is applied to an open item. The template’s notes are then written to it.
The dialog says existing company statuses are not overwritten. That covers statuses only. A sync can replace a company-specific Planner title, description, estimate or type with the shared catalog values. When a standard has a Planner template, it can also replace the notes, business value, hours and probability on open items.
The default estimate on a new Planner item is a planning number. It is not a purchase or an approved quote.
The catalog has no categories, or a sync is already starting. Add a category and standard first.
The dialog’s Sync All Companies button is disabled.
On a specific date is selected and no date is chosen. Pick a date or choose Send to Unscheduled.
The sync fails to start (Failed to start sync or an error message).
Check that you have Manage access to Standards settings and that billing is active. Then try again.
Some companies or standards have no new Planner item.
The sync may have only partly finished, or the standard does not apply to that company. Check the matrix, wait a few minutes, then run the sync again. Do not delete tracking or Planner records to force a retry.
Existing Planner items did not change.
Completed, Cancelled and archived items keep their template. Check the item’s status.
Company users cannot see new items.
Hide from company users was on for that sync. Change visibility on the Planner items.
Does saving a new standard distribute it automatically?
No. Saving the catalog and Sync All Companies are separate steps.
Can I sync only the company selected at the top?
No. The sync covers every active company in the MSP.
Does the schedule reschedule existing work?
No. The date and the Unscheduled choice apply only to Planner items the sync creates.
Does Hide from company users hide existing work?
No. It applies only to newly created Planner items. Change existing items in Planner.
Can optional standards or categories with no Planner type create work?
Yes. The sync creates tracking records and Planner items for them too.
Does sync reset existing deployment statuses?
No. Company Standards statuses are kept. Linked Planner statuses are matched to them, except On Hold and Pending Approval.
Which existing Planner fields can change?
The title, description, estimate, type and status can refresh from Standards. When the standard has a Planner template, open items also get the template’s fields.
Does sync replace company notes?
Only when a Planner template is applied to an open item. Then the template’s notes are written to it.
Where do the generated items show up?
In Planner > List with the Source filter set to Standards, and from the linked work in the Standards matrix.
Does syncing place an order or create a support ticket?
No. Standards creates planning and deployment tracking only.
