ProtoPM
Create account
Sign in

Blog

Send your client a construction status report in one click

ProtoPM's Export project dialog now makes a client status report: a PDF with schedule health, milestones, open punch items and changes awaiting a decision. Budgets, invoices, risks and team contacts are always left out.

How to export it

  1. Open the project and choose Export project in the header (or from Administration → Overview).
  2. Pick Client status report.
  3. Download the PDF and send it to your client.

What's in the report

  • A progress summary: schedule health, milestones done of total, overdue milestones with their delay reasons, and what's under way next.
  • Open punch items and changes waiting on the client's decision.
  • Overview, updates and notes, milestones, punch list, inspections and change log.
  • Never budget, invoices, financial history, risks, lessons learned or team contacts.

Need everything? Export PDF or Excel

The same dialog exports the whole project, or only the sections you pick, as a PDF report or an Excel workbook with one sheet per section. Each export uses one of the company's monthly project PDFs on Free; the Documents & Branding add-on makes them unlimited. See pricing.

Related

Try it on your next job

Everything in ProtoPM is free.

Create free accountAll posts