Once a project moves into managed services, Customer Workspace continues serving as the customer's collaboration space - giving them visibility into budget, active work, and additional services without adding manual reporting work for your team. This article covers how managed services teams use it day to day.

Give Customers Budget Visibility

Managed services customers need confidence in how their budget is being used before they approve new work. With the right configuration, Customer Workspace can show customers their consumption story - planned, remaining, and actual hours at the task level, and budget context at the project level - so they can check in on their own rather than requesting an update from your team.

Give Customers Visibility Into Ongoing Work

Customers reach out for updates when they can't see where their work sits. Tasks marked as shared with the customer surface directly in their Customer Workspace, showing status, dates, and progress on the work relevant to them - reducing status requests and giving customers a calmer, more predictable view of delivery.

Make Your Service Catalogue Available to Customers

Customers often need services beyond their existing queue - training, enhancement packages, or advisory time. With additional configuration, Customer Workspace can present your fixed-price service packages to customers directly inside the portal they already use, giving them a clear, guided way to discover and request additional structured services.

Related Resources

• Customer Workspace for Implementations
• Customer Workspace