Overview
Client Portal Time Visibility gives clients direct access to time tracking data for their projects, creating transparency, building trust, and reducing billing friction through self-service information access.
Features
Time Entry Viewing
- Real-time or daily updates
- Detailed task descriptions
- Team member identification
- Date and duration
- Billable vs. non-billable
Reporting
- Hours by date range
- Hours by team member
- Hours by task/phase
- Budget consumption
- Burn rate trends
Budget Tracking
- Total hours vs. budget
- Remaining capacity
- Overage warnings
- Forecast completion
Access Control
Permissions:
- View-only (no editing)
- Project-specific access
- Date range restrictions
- Role-based visibility
Security:
- Secure login
- Encrypted transmission
- Audit logs
- Session timeouts
Benefits
For Clients:
- Project visibility
- Real-time updates
- Budget monitoring
- Self-service access
- Reduced surprises
For Service Providers:
- Reduced status inquiries
- Fewer billing disputes
- Faster invoice approval
- Trust building
- Competitive differentiator
Implementation Considerations
Data Filtering:
- Exclude internal notes
- Hide cost/rate data
- Show billable only
- Clean descriptions
Branding:
- White-label interface
- Custom domain
- Company logo
- Color scheme
Common Concerns
Too Much Detail:
- Solution: Aggregate by day/phase
- Summarize minor tasks
- Focus on outcomes
Junior Staff Visibility:
- Solution: Show role, not name
- Emphasize quality control
- Explain team structure
Pricing
N/A - This is a feature in time tracking and project management systems.
