Showing a client the schedule
Your client's project page has an Overview tab and a Financial tab. You can now add a third: Schedule — the programme calendar for their job, the same one you build on the deal's Schedule tab.
It is off for every client until you turn it on, one job at a time.
Turning it on for a job
- Open the job in the pipeline.
- Go to the Portal tab.
- In the Client portal card, tick Schedule.
- Press Save.
That's it — next time that client opens their project they'll see a Schedule tab beside Overview and Financial.
Untick and Save to take it away again. Nothing is deleted; the tab just stops appearing.
What the client sees
The same calendar you see: every task as a bar across the dates you've planned, grouped in the order you set, with the arrows showing what has to finish before what starts. Weekends and public holidays are shaded, and today's date is marked.
What they can't do is change any of it. There's no drag, no add, no delete — it's a picture of your plan, not a shared editor. Any date they see is the date you last saved.
The tab appears even before you've built the programme; it simply says "No schedule tasks yet". That's deliberate — if you've told a client they can watch the schedule, an empty calendar that fills in is friendlier than a tab that appears out of nowhere a week later.
Things worth knowing
- The switch is per job. Turning it on for one client changes nothing for
any other.
- Account-wide off wins. If client portals are switched off for your whole
account (Admin → Client Portals), no client sees a Schedule tab regardless of these switches — and the switch shows as unavailable with a link to turn portals back on.
- It's independent of the Financials switch. A client can have the schedule
without the money, or the money without the schedule.
- Previewing as your client shows the truth. Open the client's project page
as staff and you'll see the Schedule tab only if the client would — so if it's not there, the switch is off.
- Dates move. The tab says so, in as many words: it's the current plan, not a
promise. Every change you save is what they'll see next time they look.
Related
- Client portal — the Overview and Financial tabs, and the
account-wide switch.
- Job scheduling — building the programme in the first place.