PMO program client portal
A client portal where a PMO consultancy runs the steering pack, dependencies, decisions, scope changes and the value review with a client.
- Industry
- Management and Strategy Consulting
- Team
- Operations, Client services
- Use case
- Client portals, Project management
- Tags
- Approval workflow Client reporting
- Includes
- 5 pages · 15 app surfaces
Template preview
1 / 4
Included items
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Steering pack
Page · Embedded on site route /steering/pack · Requires sign-in
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Dependency register review
Page · Embedded on site route /dependencies/review · Requires sign-in
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Steering decision log
Page · Embedded on site route /decisions/log · Requires sign-in
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Scope change request
Page · Embedded on site route /scope/shrink-dashboard · Requires sign-in
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Monthly value review
Page · Embedded on site route /value/september · Requires sign-in
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Dashboards
App · Client routes: /, /decisions, /decisions/log, /dependencies, /dependencies/review, /onboarding, /scope, /scope/shrink-dashboard, /steering, /steering/pack, /value, /value/september; seller team routes: /team · Requires sign-in
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Tasks
App · Client routes: /decisions · Requires sign-in
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Project Chat
App · Client routes: /steering · Requires sign-in
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Forms
App · Client routes: /scope · Requires sign-in
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File Request
App · Client routes: /files/requests · Requires sign-in
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Files
App · Client routes: /files · Requires sign-in
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Onboarding
App · Client routes: /onboarding · Requires sign-in
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A client portal for operations improvement and PMO consultancies. A fixed sidebar groups peer modules: the program home, steering and the steering pack, the dependency register review, decisions and actions with the decision log, scope changes with a change request, the value review with the monthly readout, files and file requests, and onboarding. The consultancy keeps a separate team workspace for administration.
- Program home with live KPIs, status and dependency blocks
- Steering page with approval gates and project chat
- Steering pack and dependency register review shared as FuseBase pages
- Decisions and actions board with tasks and a decision log
- Scope change form and change request record
- Value review with live charts and the monthly readout
- Files and file requests
- Onboarding checklist
- Consultancy-only team workspace
- Light, Dark and Futuristic themes
How to use this template
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Review the program
Open the live demo program home and read the status and dependency blocks.
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Map your governance
Decide which steering, dependency, decision and scope records your client sponsors should follow.
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Plan client access
In the linked Site only the program home opens without sign-in. Choose which pages require sign-in in your own Site.
Frequently asked questions
What does PMO program client portal help me do?
It runs program governance with a client in one portal: steering packs, the dependency register, decisions and actions, scope changes and the monthly value review.
Which documents are included?
Five shared FuseBase pages: the steering pack, the dependency register review, the steering decision log, a scope change request and the monthly value review.
How are scope changes submitted?
The Scope changes page embeds a form from the Forms app, and each request gets its own page with live program blocks and the shared change request.
Who is this template designed for?
Operations improvement and PMO consultancies, for program and client services leads working with a client operations executive.
Which pages open without sign-in in the live demo?
The home page opens without sign-in. In the linked Site, the steering, dependencies, decisions, scope, value, files and onboarding pages and the team workspace require sign-in.
Can I add this template directly from the gallery?
The gallery provides previews and a live demo link. Adding a copy directly to your workspace from the gallery is not available yet.