Open any client's portal exactly as they see it — no need to know their password.
Generates a one-time code and a link you can paste into an email or text.
Everything here appears on the client's portal header.
Phases, weights, and milestone status. Overall % is computed from these.
What the client needs to decide, and by when.
Client-safe amounts only — budget and spent/committed.
Document changes as they're requested; add pricing per item when you have it — blank amounts show as "TBD" to the client.