Working on a Project as a Client User

Question

What can a client user do as a project resource?

Environment

Client Portal > Projects > [Project Name]

Answer

Here are the things that client users listed as Project Resources can do within each Project Component tab in the Client Portal.

*Components won't appear in the Client Portal if the Project Manager disables it on that project.

Details

• View Project Details including 
  • 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

Feed

• View Feed Items that are not marked Private

Announcements*

• View Announcements
• Add Announcements

Briefcase*

• View Folders and Files in the Briefcase
• Add Folders and Files to the Briefcase

Calendar*

• View Project Calendar

Contacts*

• View Contacts
• Add Contacts
• Export Contacts to Excel or Outlook

Issues*

• View Issues
• View issue details including feed entries not marked private
• Export to Excel
• Based on User's Security Role Permissions, user MAY be able to: 
  • Add Issues
  • Update Issue

Risks* 

• View Risks
• View risk details including feed entries not marked private
• Export to Excel
• Based on User's Security Role Permissions, user MAY be able to: 
  • Add and/or Update Risks
  • Create risk categories 

Links*

• View Links
• Add Links
• Export Links to Excel

Plans*

• View all Plans
• View details of all tasks in plans
• View task feed entries that are not marked private
• Comment on all tasks
• Based on User's Security Role Permissions, user MAY be able to:
  • Update Assigned Tasks Only