# Client Project Management — Client & Project Management in SharePoint | AvantIT > Native SPFx solution for SharePoint Online that centralises CRM, proposals, projects, tasks, time tracking, and financial intelligence in a single product. No external tools. 100% Microsoft 365. Canonical: https://www.avantit.pt/en/products/client-project-management/ Source: AvantIT — https://www.avantit.pt (Microsoft Solutions Partner, Matosinhos, Portugal) --- AvantIT Solution # Your entire client operation, in one SharePoint platform From first contact to invoice — proposals, projects, tasks, and time tracking — all centralised in the SharePoint Online you already have. [Schedule Demo](https://www.avantit.pt/en/contact/) Learn More 10 Integrated Modules 100% Native Microsoft 365 SPFx SharePoint Technology 0 External Tools Required ## Solution Modules Explore the specific components of this solution. ### My Dashboard Personal view with assigned tasks, status counters, hours logged today/week/month, and quick billable and non-billable time entry. ### Client Management Client directory with complete information, automatic subsite per client, documents, and permission management per subsite. ### Proposal Management Full lifecycle (Draft → Under Review → Approved → Rejected) with auto-numbering, values, expiry dates, and documents. ### Project Management Projects with budget, progress, team, and defined roles. Linked to clients and proposals, with document library and invoicing per project. ### Task Management Kanban, Cards, and List views with quick filters, priorities, assignees, estimated/actual hours, and documents per task. ### Time Tracking Hours logged per task and collaborator with date and description. Inline quick-log and editing of existing entries. ### Financial Intelligence Executive dashboard with YTD KPIs, proposal and invoice charts, hours per consultant, and next quarter forecast with confidence levels. ### Invoice Management Invoices filterable by client, accepted proposal, and project. Amount totals and integration with external billing systems. ### Admin Dashboard Global organisation KPIs, client performance ranking, recent activity feed, and report export. ### Settings & Diagnostics Automatic SharePoint list setup, system diagnostics and repair, global role management, client access control, and Power Automate notification queue. ## See the Product in Action Real screenshots of the solution running in SharePoint Online. ## Challenges & Solutions by Role ### Project Manager Pain Point "My projects span multiple clients, tasks are scattered across emails and spreadsheets, and I have no clear view of each project's status or how much time each team member is spending on each task." Solution Client Project Management centralises all projects, tasks, and time tracking in a single SharePoint platform. The personal dashboard instantly shows assigned tasks, current status, and logged hours — by day, week, or month. Result Complete visibility across the project portfolio. Time logging in seconds. Teams aligned without any external tools. ### Sales Director Pain Point "I have no way to track the proposal lifecycle — from creation to approval — nor to know which proposals are about to expire or which projects are at risk." Solution The Proposals module manages the full commercial cycle (Draft → Under Review → Approved) with visible submission and expiry dates. The financial dashboard shows the total value of approved proposals and monthly trends in real time. Result Always up-to-date commercial pipeline. Expiry alerts prevent lost opportunities. Decisions based on real data. ### CFO / Finance Director Pain Point "Financial information is scattered across multiple tools. I cannot quickly see how much has been invoiced this year, what the forecast is for next quarter, or how hours are distributed across consultants." Solution The Financial Intelligence module aggregates real-time financial KPIs: YTD invoiced value, approved proposals, hours logged per consultant, and next quarter forecast — with monthly, quarterly, and annual charts. Result Executive financial report available at any time. Revenue forecast with confidence level. Profitability analysis per consultant. ### IT Manager Pain Point "We need a project management solution that works within our Microsoft 365 ecosystem, without introducing new external tools, additional licensing costs, or security and compliance issues." Solution Built on SharePoint Framework (SPFx), the solution is installed natively in SharePoint Online and respects all Microsoft 365 permissions, security policies, and compliance requirements. Each client has its own subsite with granular access control. Result Zero external tools. Data stays within the Microsoft 365 tenant. Granular permissions per client and project. Compliance guaranteed. ## Proven Benefits We quantify delivered value through clear metrics. ### Personal Dashboard & Time Tracking Per-user dashboard with tasks by status and hours logged (today, week, month). Time logging in seconds, with billable/non-billable classification per client, project, and task. ### Client CRM with Automatic Subsite Complete directory with contacts, tax ID, address, sector, and documents. One click creates a dedicated SharePoint subsite with isolated lists and permissions per client. ### Proposal Pipeline Auto-numbering and full lifecycle (Draft → Under Review → Approved → Rejected) with expiry dates, values, currencies, and drag-and-drop document attachments. ### Projects with Roles & Budget Projects linked to clients and proposals, with budget, progress (%), and team with defined roles (Project Manager, Developer, Consultant). ### Tasks in Kanban, Cards, or List Quick filters (Overdue, Blocked, Unassigned, My Tasks), priorities, assignees, and time logging per task. Documents and notes with automatic time log. ### Integrated Time Tracking Hours logged per task, collaborator, and date. Visible in the personal dashboard, financial KPIs, and consultant profitability reports. ### Financial Intelligence Board Real-time executive KPIs: YTD invoicing, approved proposals, hours per consultant, and next quarter forecast with confidence intervals. ### Admin Dashboard & Global KPIs 360° view of the organisation: total clients, projects, tasks, budget, and hours. Client performance ranking and recent activity feed. ### Automatic Setup & Diagnostics Automatic creation of all required SharePoint lists on the main site and each client subsite. Built-in diagnostics and repair — no technical intervention needed. ## Related Services [SharePoint & Intranets](https://www.avantit.pt/en/solutions/tools/sharepoint/)[Microsoft 365 & Modern Work](https://www.avantit.pt/en/services/modern-work/)[Power Platform & Automation](https://www.avantit.pt/en/services/power-platform/)[Generative AI & Copilot](https://www.avantit.pt/en/services/data-ai/generative-ai/) ## Ready to Transform Your Business? Talk to our experts and discover how we can help. [Schedule Demo](https://www.avantit.pt/en/contact/) [Quick Diagnosis](https://forms.office.com/Pages/ResponsePage.aspx?id=5tvaUydWzUGR_xX5iwNYm0dkxs1BV99CmoSPxtM6UclUNjk4VURXVk9HVjg4WVJaQzBQNjZVVUxPMy4u)