Project, Reports and Messages
Keep the client experience focused on intended project communication.
Client reports and communication
Give clients the intended project view—not the internal workspace.
Share supported Project, Reports and Messages information with assigned clients while keeping workforce, vendors, approvals and administration outside their view.
The visibility problem
Client updates become risky when internal and shared information are mixed.
Teams need a clear way to share selected progress and collect comments without giving a client the same navigation or permissions as internal staff.
A clear path from capture to responsible action.
Each step keeps the record, its context and the next responsibility visible.
- 01
Prepare the report
Choose and preview the supported information intended for sharing.
- 02
Approve when required
Move the report through the current permission-controlled decision.
- 03
Share deliberately
Create the supported public, PIN, password or assigned-client access.
- 04
Receive communication
Keep supported comments, messages and change requests actionable.
What client reporting covers.
Focused capabilities for the complete workflow, described within their supported operating boundaries.
Protected report links
Use the existing token-scoped read-only sharing contract.
Client comments
Retain supported messages, comments and change requests.
Client-safe permissions
Keep internal controls outside the client navigation and server scope.
Explicitly shared
The client view remains visibly smaller than the staff workspace.
Approved evidence shows report sharing and the client-safe Project, Reports and Messages view without internal finance or workforce navigation.
- Assignment- and share-scoped
- Read-only public links
- Internal controls remain inaccessible
A useful record has a responsible next person.
The feature supports the handoff without blurring who records, reviews or receives the information.
Project manager
Prepare and respond to the supported client update.
Owner
Control what is approved and shared externally.
Client
Review intended project information and communicate without internal access.
Client privacy
Client access stays assignment-scoped and explicitly shared.
Internal expenses, vendors, margins, approvals, workforce and administration remain unavailable unless selected summary information is deliberately included in a supported report.
- No internal navigation
- Token-scoped public links
- Revoke and access history remain supported
Questions about client reporting.
Straight answers about scope, review and responsibility.
What does a client see?
Assigned clients see the supported Project, Reports and Messages experience and only explicitly shared information.
Can a public report link edit project data?
No. Current public links are token-scoped and read-only.
Can access be revoked?
Supported shares can be resent, reviewed through access history and revoked through the existing contract.