Giving the Client access to the Schedule views
Giving your client access to their project schedule via RAVE is totally at your discretion. First you need to open the client’s project, go to the project’s “Schedule” sub tab and then click on the schedules “Settings” sub tab.
From here, we scroll down to the Client Access section. You can choose which sections of the Schedule (if any) that you want your clients to see - these are the same as your project schedule views. Typically these are all turned off by default, but we can easily click on the various views to give the Client access. Once you’ve selected the relevant views, hit “save” and “confirm”.
Sharing assigned task ONLY access
If you've assigned a few tasks for your Client to action within the Schedule, and you ONLY want them to be able to see those assigned tasks, we need to turn the Task List and/or the Task Gantt view on, and you will need to ensure the “Allow clients to view all visible tasks” is switched off. This will allow the Client to see the tasks assigned to them only.
NOTE: Leaving this switch turned on will allow clients to see all of the visible (non-hidden) tasks in the schedule.
Allow Clients to view all visible Scheduled Tasks and Task Assignees
Once you’ve provided your client access to either the Task List and/or the Task Gantt view, you can also allow Clients to view all visible (non-hidden) scheduled tasks and to view the task assignees. This is done via the client’s project / schedule sub-tab / settings, scrolling down to the Client Access section, and turning on either the Task List and/or the Task Gantt views.
Flicking the ‘Allow clients to view all visible tasks’ switch - will allow clients to see all of the visible tasks in the schedule. Leaving this switch turned off, means clients will only see tasks assigned to them.
Flicking the ‘Allow clients to view task assignees’ switch - will allow clients to see whoever is the primary assignee of any visible (non-hidden) tasks in the schedule. Leaving this switch turned off, means clients will not see other primary task assignees.
NOTE: If this is too much access to give your Clients, just head back to your Branch log-in view, and remove access from the portions of the Project Schedule that you’d like to keep hidden from the Client.
Giving the Client access to the Progress Payment sub-tab
The final Project sub-tab that we can choose to give the Client access to is the Progress Payment sub-tab.
This tab duplicates the client's contract payment schedule, listing all of the payments we will request from the Client - like Non-contract payments, Pre-consent and Unconditional deposits, Other items, Stage Claims payments, and any Variations. There’s also a summary at the bottom of this page of what is “to be paid” and what’s been paid to date.
So, to give the Client access to this page, we scroll back to the top of the page, click on the Project Overview sub-tab, click on the Client profile link, and click on the Edit Client Profile button.
We scroll down to the Client log-in section, tick the “Show progress payment tab to Client” tick box, then save our changes.
