Share a live client dashboard
Give a client a read-only link to their engagement — live or a frozen date range — with per-link control over what's shown and who can open it.
You can hand a client a link to a read-only dashboard of their engagement — the same pace, budget, and burn-up you see, minus anything internal. They open it in a browser with no account and no login.
Every engagement starts private. Open the engagement, click Share, and choose Share a live link. Creating, editing, and revoking links is available to anyone who can manage the engagement — an admin, or the engagement's Project Manager. If you can open the engagement's Edit button, you can share it. Your own account also needs a confirmed email address — if it isn't yet, the banner at the top of the app has a Resend link.
Create a link
From the engagement, click Share, then the Share a live link tab.
Give it a name like "Client monthly view" so you can tell several links apart later.
Pick an access mode (below).
Under What clients see, choose the metrics and sections to include.
Click Create link, then Copy and send the URL.
Who can open it
Three access modes:
- Anyone with the link — no gate; whoever has the URL can open it.
- Ask for their email — a soft gate. They type an email before seeing anything (remembered on their device for about two weeks). It isn't a login — it's so you know who's looking.
- Require a verified email — they receive a one-time code by email and must enter it to get in.
For either email mode you can limit who's allowed. Add a whole domain (acme.com — anyone with an email there) or a specific address (sam@acme.com — just that person). Mix and match, or leave it empty to allow any email. Type an entry and press Enter to add it as a chip.
What clients see
Everything is chosen per link. Timeline, Budget & utilization, and Pace are on by default — and each can be turned off (for example, share progress without sharing pace). Optional additions: Remaining, Velocity & projection, the Burn-up chart, Who's contributing, Milestones, Billed expenses, Contributors, Last activity, and Recent time entries (which always show the task type, and optionally who logged each one).
A shared link never includes your cost or margin — there is no setting that turns it on. It's excluded on the server, so even an admin creating a link can't expose it.
Revenue — the dollar budget and effective rate (what the client is billed) — is off by default and opts in per link.
You can only share money you can see. Turning on Dollar budget & effective rate requires that you can see billing for this engagement yourself. If you can't, the option shows locked — "Requires permission" — and stays off.
Live, or a frozen snapshot
By default a link is live: it recomputes each time the client opens it, stamped "updated <time>."
Switch Data to Snapshot to freeze it. Pick a date range — say July 1–31 — and the whole frozen view counts only that window (hours, burn-up, contributors, recent time), which is ideal for a month-end recap. The budget stays the engagement's budget, so utilization reads as that window against the full budget. Switch back to Live any time, or update the snapshot to a new range.
More than one link
An engagement can have several links, each fully independent. A common setup is one open summary for a wide audience and one email-gated full view — with revenue — for the client's finance contact. Manage them all from the same Share panel; each keeps its own name, access, contents, expiry, and live/snapshot state.
Managing a link
- Expires — links last 90 days by default. Change it under Link options: 30, 90, or 365 days, a custom date, or never.
- Regenerate — mint a fresh URL; the old one stops working immediately. Use this if a link was shared too widely.
- Revoke — kill a link instantly. That URL stops working for everyone.
- Who's viewed — for email links, see who has opened it and when.
An Anyone with the link URL uses an unguessable token and is hidden from search engines, but anyone you forward it to can open it. For a client's eyes only, use one of the email modes — or Regenerate if a link ever gets out.