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Feature · Client & handover

A client portal that shows proof, not just updates

Clients see their project as it is: overall progress and the phases under way, approved photos, curing and inspections, milestones, their bills, payments and schedule, change orders and messages, and after handover the defects period. The Progress Confidence Report adds what most updates leave out: how much of the reported progress is actually verified.

Client portal, bills, change orders and messages: live in the private beta. Progress Confidence Report: built, in pilot rollout.

What the client dashboard shows

  • Overall progress, what is active now and the construction phases with their dates.
  • Photos from approved daily reports, the curing tracker and consultant approvals.
  • Milestones, with delays marked, and the target completion date.
  • Bills, a payment schedule with what is received and outstanding, payment commitments and receipt uploads.
  • Quality: concrete tests, soil reports and inspections.
  • Change orders to review and approve, messages, and defects and the defects liability period after handover.
  • On PMC projects, the budget, cash flow and vendor bills, because the money is the client’s.

The Progress Confidence Report

Each report has a number, a version, an audience and a period. It states reported progress, verified progress and confidence coverage, lists the work packages that progressed and the evidence behind them, names what is stale, missing or not evaluable, and lists the decisions pending with the client or consultant. It is generated from the already-redacted client view and carries its data date, rule and profile versions and a hash, so a report can be reproduced and checked later.

Two models, two levels of visibility

Whose money it is decides the books and what the client sees. A PMC consultant handles the client’s money as custodian, so the client can see the full project accounts. A contractor on a material or turnkey contract owns the cost, so the client sees progress and their own bills — not vendor rates or margins.

Frequently asked questions

Does the client see my costs?

On a material or turnkey contract, no: the client sees progress, their bills and payments, not your vendor rates or margins. On a PMC project the money is the client’s, so the client can be given the full project accounts.

What is in the Progress Confidence Report?

Reported progress, verified progress and confidence coverage for the period; the work packages that progressed; evidence that is available, stale or missing; quality and curing outcomes; pending drawing, query and meeting decisions; client actions required; and the generation time, data date, rule versions and report hash. Cost context appears only for audiences allowed to see it.

Can the client approve things in the portal?

Yes: change orders, and decisions marked for client approval. Approvals are recorded with who approved and when.

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