ClientOS workspace

Documents

Find important records through the event, customer, supplier or decision they support.

Documents stay with the workspace that created them, so everyone sees the same approved record.

Event definition and design

Client briefs, approved Event Design versions, Requirement Sets and visual approvals remain attached to their event.

Quotations, revisions, acceptances and customer-facing commercial evidence.

RFQs, supplier quotes, awards, purchase orders, receipts and related source evidence.

Meeting notes and decisions linked to the people and events they affect.

Assigned work, due dates, status and operational completion context.

Open an event to reach its controlled budget, commitments, invoices, reconciliation and close records.