End client projects
SECURITY Client Portal users at Autotask customers that have been selected as Billing Organization on one or more contracts
NAVIGATION 
> Projects > End Client Projects
Monitoring end client tickets and projects
If your company is a customer or partner of our company, and we are billing you for work we did for one of your customers (the end client, whom you will bill directly), you can use your Client Portal A branded web portal through which you and your service providers can collaborate on tickets and projects. to view tickets and projects that contain billing items we are billing to you. This allows you to track the work we are doing for your customer.
End client tickets and projects are not mixed in with the tickets and projects we do for your company. They are accessed from separate pages that display only tickets or projects that include work done for another company where your company is the designated Billing Company. The Ticket The Autotask entity that tracks service requests, incidents or problems that were added to Autotask by your customers, internal employees, or remote monitoring software. Search will not return any end client tickets, and no end client data will appear in reports. You do, however, have access to the Knowledgebase A Knowledge Management tool integrated with Autotask and Client Portal that lets service providers collect, organize and disseminate company-specific know-how to your resources and optionally, through the Client Portal, to customers. from end client tickets.
End client projects
The End Client Projects page displays a list of all projects for which your organization Your Client Portal instance may be configured to use one fo the following terms instead: Account, Business Unit, Client, Company, Customer, Site. is the designated Billing Organization. It allows you to view information about projects where we do work for one of your clients, but invoices are sent to your organization. The page is only available to Client Portal users from Autotask customers that have been selected as Billing Organization on one or more contracts.
- The table columns include high-level project information. In addition, Billed Hours are displayed to all your Client Portal users, even if they cannot access Billed Hours on other pages.
- All dates and times on the table appear in your organization's time zone. Dates without times appear in Eastern Standard time.
- End client project information is read-only. You cannot add or edit notes, attachments, or issues. You can print any table that displays a Print button. You can email all project team members but only from the project summary page.
On this page, you can do the following:
| Option | Description |
|---|---|
| Show Data for | By default, the table displays all clients which have projects that designate your organization as the Billing Organization. Click the drop-down menu to select a specific client. Only clients who have projects with contracts where you are the Billing Organization appear on the table. |
| Include Completed Projects | Click this check box to include projects with a status of Complete. |
| View a Project A group of related tasks, events, documents and notes that have a common objective or deliverable. Projects are also often characterized by a deadline and a budget. | Click on a project to open it. The features available on the project summary page will vary depending on your assigned Client Portal security level, and the content is limited to items associated with tasks and charges for which your organization is the Billing Organization. For an overview of project pages, refer to Viewing a project. |