Client Portal

How to follow the project schedule and deadline

See in the Client Portal how much of the project has been built, the estimated delivery, the stages and whether the project is on time.

For clients7 steps
  1. Step 1: Open the Schedule

    In the project's Portal, tap the Schedule tab at the bottom of the screen. If the manager hasn't added any stages yet, you'll see Empty Schedule.

    App screen for step 1: Open the Schedule
  2. Step 2: Summary or detailed view

    What you see depends on what the manager has unlocked. With the detailed schedule unlocked, you get the deadline gauges and the Detailed Timeline. Without it, you get a project summary, with the note The detailed schedule is a feature of the full version. at the bottom of the screen. To see the detailed view, talk to the project manager.

    App screen for step 2: Summary or detailed view
  3. Step 3: Summary: progress and delivery

    The circle shows how much of the project has been built: tap it for an explanation. Next to it, Estimated Delivery shows the month and year. If the project has no delivery date, the date comes from the last stage and you'll see Estimate (Based on Phases). With no dates at all, it shows Undefined: ask the manager to update the deadline.

    App screen for step 3: Summary: progress and delivery
  4. Step 4: Summary: project phases

    Under Project Phases, each stage has a symbol:

    • green check mark: completed;
    • spinning arrows, with the percentage: in progress;
    • empty circle: not started yet.

    When a stage is tracked by sub-stages, they appear right below it, each with its own percentage.

    App screen for step 4: Summary: project phases
  5. Step 5: Detailed: progress vs. time

    At the top there are two gauges: Physical Progress, how much has been built, and Time Elapsed, how much of the time between the start and the estimated delivery has passed. Tap each one for an explanation; the time gauge also shows the dates. The arrow below collapses or expands this panel.

    App screen for step 5: Detailed: progress vs. time
  6. Step 6: Detailed: is the project on time?

    Under Current Status, the app compares the two gauges:

    • Ahead: progress is more than 5 points ahead of the time elapsed;
    • Delayed: it's more than 5 points behind;
    • On Time: the gap is 5 points or less. Tap the info icon next to it to see the margin.

    Incidence sums up that comparison: when the project is ahead or delayed, it shows the gap in percentage points, such as +8.0% ahead of schedule or 8.0% behind schedule; when it's on time, it just shows On track. Activity shows how many stages are in progress. Without a start date and delivery date, you'll see Dates not set.

    App screen for step 6: Detailed: is the project on time?
  7. Step 7: Detailed: each stage

    In the Detailed Timeline, each stage shows its end date and percentage. Tap a stage to see its progress and sub-stages: an unfinished sub-stage whose end date has passed is tagged Delayed. Tap Close to go back.

    App screen for step 7: Detailed: each stage

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