SampleWORKSPACE
Delivery reportSeptember 2026Project status and current delivery position
Progress64%Capacity312hBudget used46.7%
Client delivery
Share progress without exposing internal planning.
Share milestones, deliverables, approvals, and updates with clients while keeping internal planning and financial details restricted.
Give each client a relevant project view.
Choose which milestones, deliverables, reports, and updates each client can see. Access follows your organization’s roles and visibility settings, which you can adjust as the project changes.
- ✓Client portal access governed by organization roles and settings
- ✓Client-visible milestones focused on shared commitments
- ✓Deliverables and reports presented with relevant project context
- ✓Permission-aware visibility across each shared area
Keep approvals and changes with the delivery record.
Track deliverable reviews and change requests with their comments, decisions, and approval status. See which responses are pending and return to the agreed decision later.
Prepare consistent reports and client-safe updates.
Create branded reports from the project information you can access. Preview the content and audience before sharing.
Where AI assistance is enabled, use a status draft as a starting point. Review its accuracy and sensitive details before sharing; AI drafts are not sent automatically.
- ✓Branded reports prepared for the intended customer audience
- ✓Progress, upcoming work, decisions, and risks in delivery context
- ✓Reviewable status drafts that remain under human control
Keep private commercial and planning context restricted.
Review client access before inviting someone or sharing an update. Internal costs, margins, and private comments remain restricted according to your settings.
Try a client project or book a demo to explore shared approvals and reporting.