Portfolio reporting
Review project progress, outstanding approvals, and handover snags across authorised projects. Give client viewers access to the records they need without administration rights.
Set up the project boundary
Agree who creates records, who reviews approvals, and which projects each member can access. Keep client exports scoped to the agreed reporting audience.
Included in this workflow
- Daily site reporting
- Snag management
- Material control
- Contractor accountability
- Project progress reporting
Questions about this workflow
Why do Developers need this?
Because operational work becomes risky when records, owners, approvals, and reports are scattered.
Written by Hamees Momin, founder of AuraCube.