SPM Admin Portal

Clients0

Projects0

Open Tasks0

Paperwork Files0

Portfolio Overview

Clients

Company nameContact name EmailPhone Notes

Company	Contact	Email

Create Project

ClientProject code Project nameSite name Project start dateHandover date Programme % Overall RAG Sold labour hoursUsed labour hours Sold travel hoursUsed travel hours Sold install hoursUsed install hours Sold commission hoursUsed commission hours First fix %Second fix % Commissioning %PM name PM emailPM phone Overall commentary

Project	Client	Handover	Progress	RAG

Live Project Controls

Update programme, handover date, delivery-stage percentages and travel/install/commission hours. The client dashboard recalculates immediately.

Project Start dateHandover date Programme %Overall RAG First fix %Second fix % Commissioning %Sold labour hours Used labour hoursSold travel hours Used travel hoursSold install hours Used install hoursSold commission hours Used commission hours Client commentary

Live Client To Do List

Create tasks for customers to complete. Clients can tick them off directly from their dashboard.

ProjectTask DescriptionDue date Priority

Project	Task	Due	Priority	Status

Engineer Paperwork

Upload job sheets and as-fitted specifications for each required security discipline.

Project Discipline Document type TitleFile

Project	Discipline	Document	File

Closeout & O&M Document Tracker

Track specifications, drawings, O&M information and certification by discipline. Mark documents as required and tick them when received. The completion percentage is shown automatically on the client dashboard.

Project

Disciplines required on this project Only tick disciplines included in this project. Their required paperwork will then appear in the client's outstanding-document To Do list.

Add Additional Requirement

Discipline Category Document / Requirement

Project Actions

ProjectActionOwnerDue dateStatusPriority

Project	Action	Owner	Due	Status

Snagging

ProjectSnag refLocationDescriptionOwnerDue

Ref	Project	Description	Status

Risks & Issues

ProjectRisk / issue titleMitigationOwnerTarget datePriority

Project	Risk	Owner	Priority

General Documents

ProjectTitleCategoryFile

Progress Photos

ProjectTitleCaptionPhoto

Invite Client User

Invite a client and assign only the projects they are authorised to view.

Client nameEmailCompany

Projects

Select a company.

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