Body
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