Question: Not sure if you will be able to help. We have just won a big project in the US and we need assistance in (1) deciding which would be the best Project Management Client facing Portal. (2) How to set-up said Portal correctly with all the project tasks and users we have identified so far. (3) Supporting (skills transfer) to our internal guy who needs to move into the position of Project Manager.
Answer: Thanks for reaching out. There are a handful of project management software systems with built-in client portals and we generally recommend software that is easy for your clients to login & use, has the right permission structure to avoid clients seeing information you don’t want them to see and suits your workflow. We’re working on a guide now so make sure you join our newsletter to get notified when you publish our comprehensive guide of setting up client portals for your clients.