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Client Portal Projects

This guide explains the projects section in the client portal

Traffio avatar
Written by Traffio
Updated this week

Projects links related bookings, which can be either ongoing or one-time bookings. This allows you to select specific requirements and contacts for the associated bookings. Projects are created by individual suppliers, and only the supplier who created the project has the ability to add bookings to it.

This section displays a list of all your projects with suppliers.

To view a project in a side panel, click the arrow in the first column of the row.

In the side panel, you'll find all the project details, along with notes, documents, an archive of related bookings, and a filtered bookings board.

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