The Scenario:

You've been happily using the MSP Process pod in your ConnectWise Service Tickets, and now you want to deploy it to your Project Tickets too. If this sounds like you, read on!

Step 1: Ensure The Correct Permissions Have Been Granted to MSP Process

1. Login to ConnectWise PSA
2. Navigate to System -> Security Roles
3. Edit the Security Role for MSP Process
4. Ensure that the Security Role includes the Project Tickets permission, and that both the Edit and Inquire permissions are set to All
5. Save and close the Security Role

Step 2: Grab the URL from MSP Process for the Project Tickets Pod

1. Login to MSP Process with an Admin-level account
2. Navigate to Integrations -> PSA Integrations
3. Edit your ConnectWise integration
4. Click the Copy icon to grab the URL for the Project Ticket Pod:

Step 3: Add the Project Tickets Pod to ConnectWise

1. In ConnectWise, navigate to System -> Setup Tables
2. Search for the Manage Hosted API table
3. Click the + sign to add an entry to the Manage Hosted API table
4. Fill out the fields as shown below; save and close the entry when finished

Step 4: Add the Pod to your Project Ticket View

1. Open a Project Ticket in ConnectWise PSA
2. Click on the Gear icon in top right-hand corner of the ticket, and choose Pod Configuration:
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3. Find the MSP Process pod, and move it to the right-hand "Displayed" field:
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4. Press Save 

Congratulations! Now you can login to the MSP Process pod from within your Project Tickets