Viewing Projects as a Stakeholder

Question

What project information is available to stakeholders in the Client Portal?

Environment

Client Portal > Projects

Answer

Who can view basic project information as a Stakeholder?

Access to view basic project information in the client portal depends on [Project Name] > Manage > Settings > Client Portal Visibility.

• If "This project will be visible to all users, even those that are not logged in." is selected: 
  • Anyone who accesses your portal can view - does not require authentication
  • This also requires that the Projects section be marked as Visible or Auto in TDAdmin under [Client Portal Application Name] > Settings > Public Client Portal Sections
• If "This project will only be visible to logged in users with the "View Projects" permission." is selected: 
  • Any authenticated user with a Client Portal Security Role that includes View Projects can view
• If "Users who are added to a project as a Stakeholder." is selected:
  • Only specific users who are listed as Stakeholders on a Project can view

What information do I see as a Stakeholder?

• Project Status
• Project start and end dates
• Percent complete
• Most recent update comments
• Project Manager, Alternate Managers, and Sponsor
• Project Acct/Dept
• Project Type
• Project Health
• Programs and/or Portfolios that the project is part of
• Project Priority
• Created and Modified Dates
• Custom attributes that are configured as Client Visible
• Description
• Strategic Objectives
• Organizational Risks