Skip to main content
Audience: MSP staff managing Standards settings. This operation can affect all active companies in the MSP. Open Settings > MSP Tools > Standards after preparing the catalog. Review names, descriptions, prices and category Planner types before distributing them.

​
Start a sync

  1. Finish inline edits and wait for them to save. Resolve any save errors first.
  2. Select Sync All Companies.
  3. Review the number of catalog items and categories. The operation covers every active company; the top company selector is not a one-company rollout control for this action.
  4. Under Schedule new planner items, choose On a specific date and pick a date, or choose Send to Unscheduled.
  5. Decide whether to turn on Hide from company users for newly created Planner items.
  6. Select the dialog’s Sync All Companies to submit, or Cancel before submission to abandon these choices.
  7. Wait for background processing, then review the matrix and linked Planner items. A started message confirms submission, not completion of every record.

Review the scope, schedule and Company visibility before submitting. Counts depend on your catalog.

The confirm button is disabled while On a specific date has no chosen date. A chosen date becomes both the start and due date for newly created items. Unscheduled leaves both dates empty. These dates are planning choices, not appointments or booked engineer time.

​
New records and existing work

The dialog’s statement that existing company statuses are preserved does not mean all Planner fields are untouched. A sync can replace a company-specific Planner title, description, estimate or type with the shared catalog values.
A new Planner item’s default estimate is not a purchase or approved quote. Hide from company users makes newly created work internal; leaving it off does not grant a Company user access to unrelated Planner work. Their permissions and company scope still apply.

​
Verify the result

Open MSP Tools > Standards, check relevant company rows, then open their linked work. You can also use Planner > List and the Standards Source filter. Confirm names, statuses, dates, estimates and Company visibility before relying on the rollout. If submission or processing fails, inspect what already exists before retrying: background work can make partial progress. Do not delete tracking or Planner records merely to force a retry. Report the workflow failure to the MSP administrator with the affected company and standard. For Company-facing interpretation, share Understand Standards items in Planner.

​
FAQs

No. Catalog saving is separate from Sync All Companies.
Sync All Companies covers every active company in the MSP. The top company selector does not restrict this action to one company.
On a specific date requires a chosen date. Pick one or select Send to Unscheduled.
The selected date becomes both start and due date, or Send to Unscheduled leaves both empty.
No. These schedule choices apply to newly created Planner items.
No. This sync option applies to newly created Planner items; review existing items separately.
Yes. Sync can create tracking and linked Planner work for optional standards and categories without a Planner type.
Existing company Standards statuses are preserved. Linked Planner statuses can be reconciled from them.
The title, description, estimate, type and mapped status can refresh from Standards. On Hold and Pending Approval are preserved.
The reconciliation does not replace existing public or private Planner notes.
No. It confirms submission to a background task. Review the matrix and linked work afterward.
Open Planner > List and choose Standards in the Source filter, or open linked work from the Standards matrix.
No. Standards creates planning and deployment tracking. Use the Home AI Assistant to submit a support ticket.
Inspect existing records before retrying because some work may already have completed; report affected companies and standards to the MSP administrator.