Integrating Projects Into CloudRadial UCP with HaloPSA

Integrating your HaloPSA with CloudRadial enables Projects inside your portal. If you haven't already done this, go to Setting Up the HaloPSA Integration with CloudRadial UCP. Once complete, you can come back to this article to learn more about the integration.

• Project Settings
• Projects Feature

Project Settings

First, you'll want to make sure you have everything set up properly with ConnectWise. You will need to ensure you have all settings listed in the PSA Setup Article, to ensure Projects work properly:

To define exactly what projects and project tickets you would like to see inside CloudRadial, do the following steps:

1. Navigate to Partner > Settings > PSA > Halo
2. Scroll down to Project Settings
3. You can filter exactly what you would like your clients to see with the settings below:
   • Exclude Project Statuses
     • Enter text for the project statuses that you wish to not display. This will remove any projects that are in that status from being visible in the portal. Tokens are accepted.
   • Exclude Project Types
     • Enter text for the project type that you wish to not display. This will remove any projects that are in that status from being visible in the portal. Tokens are accepted.
   • Exclude Project Ticket Statuses
     • Enter text for the project ticket statuses that you wish to not display. This will remove any projects that are in that status from being visible in the portal. Tokens are accepted.
4. Click Submit

Projects Feature

To get to the Projects feature in the portal, go to Account > Projects.

Overview

• The Overview tab will show the list of projects, phases, and project tickets.
• Selecting a project will open a popout blade showing additional details.
  
   
  • Here you can see the all project tickets and phases associated with that project.

Project Tickets

• Selecting a project ticket will open a popout blade showing the tickets additional details.
• Here you can also click the link to the main project which will take you bad to the pop out blade for that project
  
  
• The Discussion tab allows users to communicate on the ticket similar to how support tickets work now.
  • They can also attach files to the ticket.
  • Works with Time Entries
• The Timeline tab will show the timeline on the ticket itself
• The Details tab provides more details about the ticket regarding Contact, History, Classification, and Team info.
• Security Role Permissions: Users with Read Only access and above will have access to the projects and tickets. Editing (Personal) permissions and above will give admins the ability to update/communicate on all project tickets. We recommend giving the minimum required permission to this location as the integration will expand and more actions can be made on Projects and Tickets from the portal. For more information on security roles, click here.