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Collaborating on Projects with your client

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See and manage all Projects with your client. Track spend and performance on historical and live contracts and manage any risks.

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Visibility of all Projects

Your Project Index allows you to view and manage all of your Projects (historic and live) with information such as total contract value, spend and performance, giving you an overview of Project status and helping you to manage risk. 

You can search and filter this list to help you manage your Projects. Navigate to your Project Index by hovering over 'Projects' in the top navigation bar and clicking 'Index'. 

Note: Projects are added to IAND by your client via a data import. If you can't see a Project that you are working on with your client in your Project Index, please get in touch with your client directly to discuss.

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  • Search bar: Search for a Project using the Project's title.
  • Filters: Use the 'Spend in period' filter to see which of your Projects has recent spend. Check which Projects have a client team using the 'Project status' filter and choosing 'Active project'. Use the 'Open feedback' filter to see which of your projects requires feedback.
    Bulb.png TIP! For more on providing performance feedback, see this IAND Academy guide.
  • Sorting: Click on your Project Index table headers to sort your Projects by Project title, spend or performance feedback score.

Manage a Project

Your Project page gives a detailed breakdown of a Project including all of the invoices, past performance feedback, contracts and deliverables.

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  • Project team and Access level: See which clients are working on this Project including their contact email address and see whether a Project's Access level is "Open" or "Private".
    Bulb.png TIP! If your Project has been marked "Private" by your client for commercial or security reasons, you should be cautious about discussing it with clients who aren't members of the specific Project Team.
  • Project Contracts: Upload contract proposals for your client to review and view all current and past contracts linked to your Project.
  • Financials: View individual invoice amounts.
  • Performance: Access detailed performance feedback that has been completed on your Project.
  • Project Deliverables: Upload Project deliverables for your client to review and view all uploaded documents linked to your Project.
  • Project Library: Share a link with your client Project team.
 

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