Native project delivery
Start from a template, design one with AI, or import one from ConnectWise or HaloPSA. Manage phases, tasks, owners, priorities, dates and time entries in MSPortal.
Projects your team runs and clients can follow
Native projects with schedules, time tracking and client approvals
MSP team view
Build projects from templates with phases, tasks, time tracking and a dependency-aware schedule, or sync them from ConnectWise, HaloPSA or Autotask. Clients follow milestones, read the updates you share and approve the items assigned to them.
Used by MSPs including
What changes for your clients
The problem
Clients keep asking for project updates because they have no way to check for themselves
In MSPortal
Each project shows milestones, deliverables and the weekly updates you mark as client-visible
The outcome: Clients open the project and read the latest status instead of waiting for a reply
The problem
Clients lose track when plans, approvals and updates are spread across emails and meetings
In MSPortal
Milestones, deliverables with their documents, decisions and action items sit in one branded project page
The outcome: Clients can see what is happening, what comes next and which decisions are waiting on them
The problem
Clients only find out a project is behind when a deadline is missed
In MSPortal
Each project carries a health status with a reason, and clients see the milestone dates you share
The outcome: Clients see a slipping milestone before the deadline passes and can talk it through with their project team
What's included
MSP team view
Client collaboration
Share milestones, deliverables and weekly updates. Clients approve, answer or decide on the items assigned to them, and roles and per-item visibility set what each client sees.
MSP team view
AI summaries and updates
Project AI explains progress and blockers, drafts weekly updates, and proposes milestones, decisions and status changes. Nothing saves until you select Apply.
First-party MCP integration
Connect Claude, ChatGPT or Cursor to project context and actions through MSPortal's MCP server. Every change needs a separate confirmation and follows the user's permissions.
Project context in QBRs and meetings
Add project health, progress, timeline and cost blocks to QBR reports. Add a project to a meeting agenda to show its next milestone and the next client decision.
Scheduling and portfolio health
Plan with task dependencies, a critical path and a Gantt view, and let Smart Schedule propose dates from team capacity. The portfolio view shows on-time delivery and which projects need attention.
At a glance
- Run projects in MSPortal or sync them from ConnectWise, HaloPSA or Autotask
- Clients approve, answer and decide on project items in their branded portal
- Project AI drafts updates and changes that you review before anything saves
- Schedule dates and assignees write back to your PSA
Can I manage a complete project without a PSA?
Yes. Turn off PSA project sync and new projects live only in MSPortal, with phases, tasks, time entries and collaboration records. The setting applies to your whole portal rather than to each project, so while sync is on, new projects are created in your PSA.
Can clients see and participate in projects?
Yes. Clients see the projects you allow in card, list, Kanban or schedule views. They read client-visible updates, milestones and deliverables, and respond to approvals, questions and decisions assigned to them. They cannot comment on updates. You control access by company, role, project type and per-item visibility.
What does Project AI do?
Project AI reads the project's tickets, milestones, updates and decisions to answer questions and explain progress. It drafts weekly updates and proposes new milestones, deliverables, decisions and status changes. Each proposal appears as a card, and nothing saves until you select Apply. Client users can ask questions but cannot apply changes.
Does MCP cover every project action?
No. MCP tools read projects, project tickets and time entries. They can write updates, milestones, deliverables, action items, status, owners and priorities after a separate confirmation. Creating native projects, designing templates, and adding or deleting phases and tasks happen in the app.
How do projects connect to QBRs and meetings?
The report builder has project blocks for health, task progress, timeline, costs, trends, completed tasks and weekly activity. Add a project to a meeting agenda and the card shows its health, milestone progress, next milestone and next client decision, including in presentation mode.
Can I keep using PSA projects?
Yes. MSPortal syncs projects, project tickets and time entries from ConnectWise, HaloPSA and Autotask. Status, schedule dates and assignees write back to all three. Milestones, updates, decisions and deliverables stay in MSPortal.
Explore related features
See a project from the client's side
Walk through a native project, its schedule, an AI-drafted update and the approval a client answers in the portal.