Client Project Pro
$100.00 / month
Add project management tools and workspace templates designed to organize information and enable managers to assign action items, manage approvals, engage with service teams, and create a repository of post project reviews.
Client Project Pro is designed for project management and communications with clients. As a result, your team members can invite clients to share files and approve materials in your website.
Bring clients back to your website
Add workspaces to engage your team around customer project activities such as approval requests, milestone tracking, project impact notice, project change requests, project meetings and assigned action items, post project reviews and service engagement followup including service reports and issue list management.
Client Project Pro adds a set of workspace templates that link to a Customer Location. While each template is predesigned to solve most situations, each template can be edited by the administrator to add workflow to route and assign tasks.
- When you purchase the suite, workspaces will be installed and visible in your Add New dropdown list and Workspace Map.
- Child workspaces are visible in the dropdown list after you publish the parent workspace.
- Each subscription adds the following suite of workspaces.
Customer Project is a parent level workspace template. Includes the following child workspace templates:
- Project Change Request
- Project Impact Notice
- Approval Request
- Post Project Review
- Service Engagement (parent) > Service Report (child) and Issues List Item (child)
- Project Meeting (parent) > Action Item (child)