SampleWORKSPACE
Delivery reportSeptember 2026Project status and current delivery position
Progress64%Capacity312hBudget used46.7%
Client delivery and reporting
Give clients clarity without exposing internal operations.
Share controlled milestones, deliverables, changes, approvals, reports, and status updates while private planning and commercial context stays restricted.
Reduce manual reporting without sharing the wrong detail.
Updates are rebuilt
Project information is copied into presentations and emails for every review.
Approvals lose context
Deliverables and changes are accepted in disconnected conversations.
Visibility is too broad
Internal comments, costs, margins, and planning details must not appear in a client view.
Keep client communication attached to the project record.
- ✓Choose client-visible milestones and deliverables
- ✓Record change requests and approvals
- ✓Create branded reports in supported formats
- ✓Review client-safe drafts before sharing
Prepare the update from current delivery evidence.
Prepare a client update from an active project. Select the milestones and deliverables to share, check the client view, and follow a change request through review and approval.
Share only what the relationship needs.
Can a client edit our internal plan?
Client access is controlled and separated from internal permissions and information.
Are AI drafts sent automatically?
No. Client-safe status drafts require human review before sharing.
Which report formats are available?
Configured reports can be previewed in HTML and generated as PDF, Excel, or CSV.