Site updates & clients

Open project 1118 and select Site Updates. Choose the relevant task from the project plan list on the left. Review its incoming reports before preparing the client-facing update.

1. Request an updateUse the update-request section for the selected task. Give the recipient a specific instruction, such as which view or installation to photograph.
2. Review the reportCheck the reporter, submission time, office instructions, commentary and photo count in Incoming Field Reports.
3. Review the materialSelect Review Photos And Publish to reach Task Material. Check each image and its caption before making it client-visible.

A request marked Submitted is different from a report's publication state. Likewise, an Email Failed result needs attention even if the request record exists.

For a new office update, enter an Update Title and Client-Facing Commentary. Add a site file when needed, with a meaningful file title and caption. Set the publication state and save the update. For an existing file, adjust its fields in Task Material and select Update File.

Internal

Keep unfinished site material out of the client-facing selection. Review both the update and its attached files.

Client Ready

Visible in the current client portal. This is not a private staging state.

Published

Visible in the client portal and counted by the launcher's published-content indicators.

Archived

Excluded by the current portal's site-material visibility filter. Check any related files independently.

Check linked material: the portal can display an update's text when an attached site file is Client Ready or Published, even if the update itself is Internal. Review the commentary and file together before exposing either to the client.

Separate document rule: supported active Project Documents and Task Documents appear in the client library without a separate site-update publishing step. Inactive library files are excluded. Keep internal-only documents out of active client-visible libraries.

Open Clients and locate the correct project and client. Use Preview Portal to inspect the client experience. Use Manage Content when the material needs attention. Before sending access, choose and verify the intended recipient.

1. PreviewCheck the phase updates, document library and messages in the portal. Confirm that the intended information is visible.
2. Choose RecipientVerify the client's email and project before enabling the send action. Do not assume the displayed contact is the intended recipient.
3. Send PortalRead the returned result after sending. A preview is not evidence that the invitation was delivered.

Published Updates and Gallery Items are not a complete inventory of portal content. Client Ready site material and active library documents can be visible even when a published-content count is zero.

The portal brings the project identity, shared files, phase timeline and conversations into one place. These four views show the main client journey.

Expand the library

Select the Project and task documents row. The count reflects the files available in that view, not the number of site reports.

Find the right scope

Project documents appear together; task-specific documents are grouped under their task. Select a file to open it and confirm the drawing or revision you need.

Late

Red bars draw attention to work marked late by progress status. Lateness does not change the task's commercial status.

In Progress

Read the label alongside the timeline. A scheduled span is not a direct measure of percent complete.

Schedule not set

A phase without usable schedule dates can still offer a View update link. No bar is preferable to inventing dates.

Read the update

Check the selected phase, report title, timestamp and commentary. The timestamp belongs to the displayed report, not necessarily every task in the project.

Open report files

Use the named Report Files links for supporting photos or documents. Close the update with the X to return to the timeline.

The photographs are demonstration content. A report and image provide context; they do not themselves certify completion or approve payment.

1. Choose the categoryUse Info for general information, RFI for a clarification, SI for site instructions and Financial for financial correspondence.
2. Keep the contextConfirm your name, email and selected task. Select an existing conversation when continuing a discussion, or start a new message with a clear subject.
3. Attach and sendAdd supporting material if needed, select Send Message and check the result. Confirm the message and attachment appear in the appropriate conversation.

The form accepts PDF, images, Word, Excel, CSV or text files up to 15 MB. Financial is a correspondence category, not an invoice-approval or payment action.

Return to Clients and check the project's New Client Msgs indicator. The yellow Client Message signal highlights client messages still recorded as Received; green Clear means none meet that condition. It is not proof that every issue has been resolved.

Read the financial outlook and project progress separately

The lower portal includes the cash-flow outlook and overall project progress chart. Use them to compare planned timing, recorded work and billing. Forecast cash flow is not an invoice; schedule elapsed is not work complete; billed value is not proof of payment.

The overall progress chart is not pictured in this set of captures. Check it in Preview Portal after changing the underlying project or task data.

Project and phase

Confirm the selected project and task before requesting, saving or reviewing a report.

Site material

Review the commentary and each attached file. Client Ready and Published material is client-visible.

Library files

Supported active project/task documents are client-visible without a publishing step.

Recipient

Check the intended email and read the Send Portal result.

Messages

Keep the category and task context clear. Check attachments and follow up on Received messages.

Progress

Distinguish the schedule, recorded work, forecasts, billing and actual payments.