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Portal Projects

The Projects page lets your clients follow the projects you are running for them — at a glance and in detail — without ever exposing your internal numbers. It is read-only: clients can view status and progress but cannot create, edit, or comment on a project from the portal.

What clients see​

The Projects list shows each of the client's projects with:

  • Name
  • Status — Not Started, In Progress, On Hold, or Completed
  • Progress — a bar and percentage based on completed tasks
  • Due date

Selecting a project opens a read-only detail view with its description, key dates (start, due, and completed), and a task-completion breakdown (To Do, In Progress, Blocked, Done).

Cancelled projects are not shown in the portal.

What clients do not see​

The portal deliberately omits all MSP-internal financial and operational detail. Clients never see:

  • Project budgets (hours or amount)
  • Cost or logged-time value, or profitability (revenue vs. cost)
  • Per-entry rates
  • The internal project manager assignment

Progress shown to clients is based solely on task completion, not on time logged or money spent.

Visibility by contact type​

Like the other portal sections, Projects visibility is governed by the contact's Contact Type:

Contact TypeProjects
PrimaryAll
BillingAll
TechnicalAll
EmergencyNone
OtherNone

"All" means the contact sees every project for their client; "None" hides the Projects section entirely. Each client only ever sees their own organization's projects.