Client View Sections

The per-assignment Client view permission decides whether a client member sees a project’s activity, hours, and billable totals at all. Client view sections refine what that view includes: you can keep the activity chart and hours while hiding the money.

Two sections can be hidden:

Section What it hides from clients
Budget remaining The Budget remaining card, the Budget progress and trajectory panel, the Budget remaining column in the activity data table, budget columns in the task and person tables, fixed-fee analysis, hour-budget breakdowns, and the monthly budget comparison
Uninvoiced amounts The Uninvoiced amount card (Uninvoiced amount, Uninvoiced hours, and Total invoiced), invoiced and uninvoiced totals in time summaries, and the Uninvoiced billable tile and invoiced markers on the project’s time details

Total hours, billable and non-billable hours, the Project activity chart, tasks, people, and project dates stay visible to clients with Client view.

These settings apply to external client members only. Employees, contractors, managers, and administrators see every section they are entitled to, whatever these settings say.

Workspace defaults

Set the default for all projects in Settings → Preferences → Workspace preferences:

Setting Options Default
Client view: budget remaining Shown, Hidden Shown
Client view: uninvoiced amounts Shown, Hidden Shown
Two Workspace preferences rows: Client view: budget remaining and Client view: uninvoiced amounts, both set to Shown, with descriptions of what each controls.
The two rows under Workspace preferences.

To change one:

  1. Open Settings and select the Preferences tab.
  2. Scroll to Workspace preferences.
  3. Hover over the row and click the pencil icon.
  4. Choose Shown or Hidden, then click the tick to save.
The Client view: budget remaining row in edit mode, with a dropdown offering Shown and Hidden and tick and cross buttons to save or cancel.
Editing a row. The tick saves; the cross cancels.

Only workspace owners and administrators see Workspace preferences.

Per-project override

Each project can follow the workspace default or set its own value:

  1. Open the project and click Edit.
  2. In the Permissions card, find Client view.
  3. Set Budget remaining and Uninvoiced amounts to one of:
    • Workspace default (Shown) or Workspace default (Hidden) — follow the workspace setting. The current default is shown in brackets.
    • Show to clients — always show this section on this project.
    • Hide from clients — always hide this section on this project.
  4. Save the project.
The Client view section of the Permissions card on the Edit project page, with the Budget remaining dropdown open showing Workspace default (Shown), Show to clients, and Hide from clients.
The per-project options for Budget remaining. Uninvoiced amounts offers the same three choices.

When the workspace default is Hidden, the first option reads Workspace default (Hidden):

The Client view section with both selects reading Workspace default (Hidden).
A project following a workspace default of Hidden.

The Client view controls appear for administrators, and for managers who can edit the project and have the See and edit billable rates and amounts for projects and people they manage permission. Duplicating a project copies its overrides.

Precedence

Workspace default Project setting Client sees the section
Shown Workspace default Yes
Hidden Workspace default No
Shown or Hidden Show to clients Yes
Shown or Hidden Hide from clients No

Each section is resolved on its own, so a project can hide the budget while still showing uninvoiced amounts. Showing a section never grants anything extra: a client without the Client view permission sees no financial view at all, whatever these settings say.

What the client sees

With both sections shown, the client’s project page includes the Budget panel and the three summary cards:

A client's view of the Website redesign project with the Budget panel showing consumed and remaining amounts above the Project activity chart.
Both sections shown: the Budget panel appears above Project activity.
Three summary cards: Total hours, Budget remaining with a progress bar, and Uninvoiced amount with Uninvoiced hours and Total invoiced.
The summary cards with both sections shown.

With both hidden, the same page keeps the activity chart and hours and drops the budget and uninvoiced figures:

The same client project page with the Budget panel gone: Project activity is at the top and only the Total hours card remains.
Both sections hidden: no Budget panel, no Budget remaining card, no Uninvoiced amount card.
Only the Total hours card, showing total, billable, and non-billable hours.
Only Total hours remains in the summary row.

The change is enforced on the server. A client’s project data omits the hidden figures rather than just hiding them in the page, so they cannot be recovered with the browser’s developer tools. Internal members, including the workspace owner, continue to see every figure.

Where budgets are not shown

The portal’s Dashboard, Invoices, and Retainers pages never show budgets or uninvoiced work. These settings only affect the project pages a client opens from Projects.