Role
Plans that survive contact with the client.
Projects, agile, status, portal, and time — so you stop being the human integration layer between the SOW and the board.
Portfolio health
Active
24
On track
18
At risk
4
Northstar ERP rollout
On trackHelix onboarding
On trackAtlas data migration
At riskWhere it actually helps
The SOW and the task list drift apart.
Phases and milestones carry approval gates and a budget, so scope changes show up before they blow the plan.
Client updates are manual theater.
Clients see status, documents, and progress in a live portal — not a status email written from memory.
Time and scope never meet.
Timesheets post straight against the project budget, so an overrun shows up while there is still time to fix it.
Questions
Before you ask.
Do clients need a login to see status?
A lightweight portal login, yes — no separate tool to onboard them to, and the portal can carry your own brand.
What if my team runs sprints, not phases?
Agile boards with burndown and velocity sit next to the same project budget, so sprint-based teams get the same visibility as phase-based ones.
Can I stop a scope change before it hits the board?
Yes. Draft tasks wait for approval before they become visible on the board.