New engagements appear here the moment the executive team assigns a lead. Open one to review the services, confirm the deposit, and turn the client portal live.
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Clients
Every client company, their projects and their people. Expand a client to open a project or view any employee’s portal.
Invoices & deposits for this engagement. A service can only go live once its deposit — or an engagement-level deposit — is confirmed here.
Label
Service
Kind
Amount
Due
Status
Engagement review & go-live
Review the engagement, verify the commissioned services, then turn the client’s portal live.
Services engaged
Green services are commissioned and will go live for this client. Click to toggle; grayed services stay off.
Bypass payment requirementsMaster admin only — publish services without a confirmed deposit. Every bypass is recorded in the ledger below.
Payment bypass ledger
Paywalls manually bypassed by an administrator on this engagement.
When
Service
By
Reason
Client account
The team can work without a client login. When you’re ready, invite the client, then link their profile to this engagement — nothing done so far is affected.
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Client users & access
The client’s own people. Invite each by email — they set their own password and see only the services you grant here.
Schedule
Milestones the client sees on the Schedule tab.
Phase
Detail
Start
Target
Status
Specifications
Grouped key/values on the Specifications tab.
Section
Label
Value
Engagement team
People shown on the Team tab, with their role on this engagement.