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Client manager
Updated: 8/25/2020
Client manager
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Storyboard Text

  • I need to see my client portfolio, and need to login to the workbook system
  • Select porfolio menu
  • arrive at "my clients" reporting
  • select "my clients"
  • what's my billings looking like for the month?
  • summary billing for my clients report
  • When do the different projects finish, and % complete and invoiced WIP in agreement
  • % complete vs % invoiced report
  • Are there any variations, draft or approved?
  • Variation report
  • Are there any provisional write up and offs? If write offs, can we ask for a variation?
  • Project profitability report (for a client manager)
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