PSA Tutorial 6 of 8

Enable client portal visibility and milestone approvals

Give clients controlled access to project progress, milestone status, and billing details through a secure portal.

Uses: Client Portal, Milestones, Approvals, InvoicesOutcome: Client can review and approve milestones online
1

Enable portal access for the client

Why it matters: Portal access centralizes communication and reduces manual status emails.
  1. Open the client account and activate portal access.
  2. Invite primary stakeholder users.
  3. Set password and login policies.
What you will see: Client users can securely sign in to their portal workspace.
2

Configure project and task visibility

Why it matters: Visibility controls ensure clients see only approved information.
  1. Select which projects are shared in the portal.
  2. Enable milestone and task progress visibility.
  3. Hide internal-only notes and private fields.
What you will see: Client-facing views are filtered to relevant delivery information.
3

Turn on milestone approval workflow

Why it matters: Approval checkpoints provide explicit client sign-off before billing.
  1. Mark specific milestones as approval-required.
  2. Define client approver and notification rules.
  3. Set reminder cadence for pending approvals.
What you will see: Clients can approve milestones directly from the portal.
4

Publish invoices in portal

Why it matters: Invoice transparency shortens collection cycles and reduces disputes.
  1. Enable invoice visibility for approved milestones.
  2. Publish invoice documents to portal timeline.
  3. Test the client view using preview mode.
What you will see: Client can review delivery evidence and related invoices in one place.

Client-facing collaboration is now live

Your clients can now track progress, approve milestones, and view invoices in a controlled portal experience.

Next tutorial: Weekly timesheet approval workflow

Related tutorials

WORKFLOW

Proposal to Project Workflow

Turn signed proposals into delivery-ready projects without duplicate data entry.

Explore
BILLING

Track Billable Time to Invoice

Capture approved billable hours and convert them into accurate invoices faster.

Explore
SETUP

Resource Scheduling Setup

Configure team allocation and utilization tracking to balance delivery capacity.

Explore