Projects
Client portal
The Client portal tab makes private links to a read-only project page. The client opens it without an account. It never shows costs, rates, supplier prices or labour. Only the owner or a project manager can share a project.
Step by step
- 1Press New link.
- 2Fill in Who is it for? and the date it Works until (up to a year ahead).
- 3Under What they see, tick the sections: progress, the photos you pick, RFIs, IPCs and issued daily reports.
- 4If you want, allow them to answer open RFIs or to acknowledge IPCs, then press Make link.
- 5Press Copy link and send it yourself: the link is shown only once.
- 6Under Links, press Change to edit a link or Revoke to stop it. Further down, tap the photos the portal should show.
What you see on the screen
- 7Each link shows Active, Expired or Revoked, the sections it shares, and how many times it was opened. Press the views line to see each visit and each answer.
More in this section: Projects
ProjectsSee every project's progress against its plan, find the ones behind, add a new project and open any of them.
Project BOQLoad the project's BOQ from Excel, PDF or a paste, and follow how much of each line is done from confirmed site updates.
ProgrammePlan when each part of the BOQ gets built, then see planned against done, days of delay and the S-curve for any project.
TasksKeep the project's tasks by phase, with each task's weight and % done, and spot the ones with no update for three days.
Project procurementSee what this project must order and by when, its purchase orders, deliveries coming to site and its material requests.
VariationsRaise and price variations (VO-001…), send them to the client, record the decision, and add approved lines to the BOQ.
Project moneySee the project's forecast margin, cost so far and committed, what was certified and collected, cash flow, retention and the advance.
SnagsKeep the project's snag list: where, what, photos and who fixes it by when, then check each fix and close it.
DrawingsKeep the drawing register with the revision in force, and send drawings to the client or subcontractors on a transmittal.
HandoverTrack everything the client gets at the end of the job, upload each document, and build the handover pack in one go.
ContractUpload the signed contract as a PDF: Yumio AI splits it into clauses and finds its key terms, so answers quote the clause.
Project detailsChange the project's code, names, client, consultant, dates, value and terms, and see who is on the project.
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