Timeline and list views
Drag items between months, quarters or years to reschedule them. The list view handles search, filters and bulk edits.
Show clients what's planned, when, and what it costs
Client IT roadmaps with costs, dates and budget links
MSP team view
Clients see the projects, upgrades and renewals you've planned for them on a monthly, quarterly or yearly timeline, with costs and hours on every item. You choose which items they see.
Used by MSPs including
What changes for your clients
The problem
Clients can't see how the roadmap connects to their budget
In MSPortal
Each item carries quantities, unit costs and a one-time, monthly or annual cadence. Add it to a budget in one click, or sync Planner costs into the multi-year forecast.
The outcome: Clients see what each initiative costs and where it sits in the budget
The problem
Clients can't tell what's planned when it's spread across emails and meeting notes
In MSPortal
Timeline and list views show every item you share, with its due date, status, priority and cost
The outcome: Clients walk into a review already knowing what's planned, in progress and done
The problem
Clients can't look back at what was planned last year and what got done
In MSPortal
Completed and archived items stay in Planner with their notes, files and links to the goals, tickets, projects and devices involved
The outcome: Next year's plan starts from a record of past decisions
“In Impactful MSP, the operators who grow fastest are the ones who can turn a QBR into a strategic conversation instead of a status update. MSPortal is the tool I point them to — multi-year roadmaps, client-facing budgets, and AI reporting that make their value impossible to overlook. Members are landing larger, longer engagements because the platform gives clients a reason to plan and invest ahead rather than just react. It's the rare product built by an operator who actually gets the business.”
What's included
MSP team view
Goals to Planner
Turn a client goal into a Planner item, so each initiative traces back to the objective it serves.
MSP team view
Costs that reach the budget
Enter quantity and unit cost rows for one-time, monthly and annual costs, then add the item to a budget or sync it into the forecast.
Planner AI
Ask which items are overdue or highest value, or describe new work and AI drafts the item. Nothing is saved until you apply the draft.
Roadmap in the QBR
Put Planner items on a meeting agenda and present them as slides, or add a quarterly roadmap block to a report.
Planner analytics
Totals and charts for cost, hours and status by quarter or year, filtered by type and status.
At a glance
- Clients see only the items you mark visible to them
- Import opportunities from ConnectWise, Autotask or HaloPSA as Planner items
- Standards gaps, security findings and automation rules add items for you
- Templates create the same initiative across many clients at once
How does the goals-to-planner-to-budget flow work?
Open a goal and choose Add to Planner to prepare an item linked to it. Add costs and hours in Planner, then add the item to a budget from the budget editor. You review and save each step, so a change in one record doesn't quietly rewrite the others.
How do the timeline and list views differ?
The timeline places each item in the month, quarter or year of its due date, and you can drag it to another period. Items with no due date wait in the Unscheduled panel. The list view is a table for search, filters and bulk updates. Both show the same items.
Can clients see the roadmap?
Yes, for items marked Visible to clients. Clients see the timeline, item details, costs, analytics and archived work for their company. Private notes stay internal. Items imported from a PSA are visible to clients by default, so check them after importing.
How does AI help with roadmap planning?
MSP staff can ask Planner AI questions such as which items are overdue or which work is highest value for a client. It can also draft a new item from a plain description, including the company, due date, cost and hours. The draft appears as a proposal and becomes a Planner item only when you apply it.
Explore related features
See how it would work for your clients.
Book a 30-minute demo with our team, or try it yourself.