Projects
Project History
The History tab in the project lets you view all the events that occur within a project. Click the calendar icon to view the actions taken on the project within a specific time frame. Click to sort the change history in ascending/descending order of ...
Comments
Comments allow project members to communicate with each other. To add a comment, Go to the Comments tab in a project. Add your comment in the text box provided. You can also add comments from Actions > Add Comments on the project details page. Add ...
Time Sheet
The Time Sheet tab in a project/milestone displays the total time spent by project members on various tasks of a project/milestone. The Time Sheet tab also displays the cumulative time spent by all the project members on various tasks. In the Time ...
Project Associations
You can associate requests, changes, and releases to a project from the project details view page. MSP projects can be associated to all customers request, changes, and releases. However, customer projects can be associated to the MSP and the ...
Project Members
Project Members You can add members to a project and assign roles and configure the project hierarchy to carry out various tasks and activities in the project. For an MSP project, all technicians and MSP requesters can be project members. For ...
Task Resource Management
ServiceDesk Plus Cloud's Resource Management allows you to plan, manage, check resource availability, and assign tasks to technicians. Resource managers monitor the availability, load, and utilization of technicians/project members and assign tasks. ...
Tasks in Projects
A task is an activity that is part of a project. In other words, the project has multiple phases with the task being a small incident/part of every phase. Tasks can be associated with milestones or directly linked to the project. In general, tasks ...
Copy Projects
You can copy projects as project templates or duplicate projects as new projects Go to the project list view and click the gear icon . Click Copy Project/Copy as Project Template. Specify the project title in the pop-up. Enter the template name if ...
Project Gantt View
A Gantt chart is a bar chart that illustrates a project schedule. This chart also illustrates project elements along with their schedule against the project calendar and summarizes the entire project using the chart. Advantages: Access all projects. ...
Milestones
Milestones allow you to group tasks and ensure the project is moving in the right direction. Adding Milestones is the first step to creating a project. They help outline the entire project and present a clear picture of the tasks involved by allowing ...
Project Details Page
The project details page provides all the specifics of a project, helping users easily track the project details tasks. To open the project details page, go to the Projects and click a project. In the details page, the project information is ...
Create & Manage Projects
ServiceDesk Plus MSP Cloud allows you to create and associate incidents and changes to projects to achieve specific goals or objectives of the organizations. Create a Project Go to Projects and choose the customer from the filter in the header. Click ...
Popular Articles
Introduction
Solutions are a centralized repository to store and share articles with your users. Technicians and end-users can utilize solution articles to resolve repeated incidents. Solutions can be categorized across topics and contain a built-in approval ...
API Documentation
API Documentation The ServiceDesk Plus MSP Cloud API allows you to perform all the operations that you do with our web client. ServiceDesk Plus MSP Cloud API is built using REST principles which ensures predictable URLs that make writing applications ...
Customers - Overview
The Customers module lets you manage clients of the managed service provider (MSP). The MSP can maintain detailed records of all customers and their information, including associated solutions, advisory details, announcements, and more in the ...
Onboard Customers
You can add customers individually or import multiple customers at once in ServiceDesk Plus MSP Cloud. Role Required: SDAdmin The MSP may be handling IT services for numerous clients. Adding these clients to the application as customers helps in ...
View Customer Details
To view the customer's details, Go to the Customers module. In the customer list view, click the name of a customer to open the details page. The following tabs are available on the customer details page: Details: Provides comprehensive details on ...