Client portal
Help & FAQ
Everything you need to run your projects in the portal, without waiting on anyone.
How do I create a project?
- Sign in to the client portal and open your Dashboard.
- Choose New project, give it a name, and fill in as much of the intake as you know: client, manager, budget, dates, objectives, scope and stakeholders.
- Choose Create project. It opens straight away and appears on your Dashboard.
How do I generate a status report?
- Open your project and go to the New update tab.
- Paste your meeting notes, a status update or any delivery notes. Not sure what to write? Choose Try with sample notes to see an example.
- Choose Generate report, risks & actions. In under a minute you get a RAG status report plus new risks, actions and RAID items, all saved to the project.
- You can generate up to 20 reports in any 24 hours. Your Dashboard shows how many you have left today.
How do I download my project?
- On the project's Overview tab, choose the ZIP download for everything in one file: your intake, the full log and the latest status report as a PDF.
- From the Reports tab you can also preview and download a single report as a PDF or spreadsheet.
How do I send a change request?
- Go to your Dashboard and scroll to Request a change.
- Pick the project it relates to (or General request), describe what you need, and choose Send request.
- The Kapstone team is notified, and your request appears in the list below the form so you can see what you have sent.
Where do I see messages from the Kapstone team?
- Messages appear in the Inbox on your Dashboard, marked new until you open them. Opening a message lets the team know you have read it.
I forgot my password.
- On the client sign-in page choose Forgot password?, enter your email, and follow the link we send you to set a new one.