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Client master board
The client never sees the live boards, only the frozen updates the PM or CM approves on the client master board.
Approve a release
- Open Client master board. Give it a title and tick the sections: progress by trade, milestones, delay register, and cost only if the contract shares cost.
- Add a note to the client if you want, then Approve and release under your name.
- Later changes reach the client only in a new release. Delays still OPEN are not released.
Read your report
- When you sign in you open the latest update the PM or CM released to your master board.
- Press Print or save as PDF to keep a copy.