How to View Milestones in the Client Portal
Clients can track the progress of project milestones (deliverables) through the Client Portal, providing transparency on project completion.
Viewing Milestones
After logging into the portal, clients can see milestones associated with their projects. Each milestone shows:
- Milestone name
- Associated project
- Status (Pending, In Progress, Completed)
- Due date
- Amount (if linked to billing)
Milestone Details
Clicking a milestone shows additional details including the description, linked invoices, and completion history.
Benefits for Clients
- Real-time visibility into project progress.
- Clear connection between deliverables and billing.
- No need to ask for status updates — it's all in the portal.