--- title: Share Budgets in the Client Portal description: How to use the Client Portal for collaborative planning --- [Skip to content](https://knowledge.reachreporting.com/budgets-and-forecasts-in-the-client-portal#main-content) ![Reach Reporting](https://knowledge.reachreporting.com/hs-fs/hubfs/Asset%201.png?height=22&name=Asset%201.png) Open main navigation Close main navigation - [Reach Reporting Status](http://status.reachreporting.com/) [Reach Reporting Status](http://status.reachreporting.com/) How can we help improve your Reach? - There are no suggestions because the search field is empty. 1. [Knowledge Center](https://knowledge.reachreporting.com/?hsLang=en) 2. [Budgets & Forecasts](https://knowledge.reachreporting.com/budgets-forecasts?hsLang=en) 3. [Manage & Share Your Budget](https://knowledge.reachreporting.com/budgets-forecasts?hsLang=en#manage-share-your-budget) # Share Budgets in the Client Portal ## Give clients access to their budgets and forecasts through the Client Portal. ### In this article: --- ### Overview The [Client Portal](https://knowledge.reachreporting.com/client-portal?hsLang=en) serves as an excellent platform for collaborative planning with your clients and team members. By including budgets and forecasts along with other shared business insights, you can keep everyone informed for better decision-making.   --- #### **Setting Up Collaborative Planning:** 1. **Create Your Projections** - Start by using Reach Reporting's 3-way planning and forecasting tool to create single-year or multi-year projections. Be sure to check out our videos and Knowledge Center articles on [budgeting and forecasting](https://knowledge.reachreporting.com/budget-forecast?hsLang=en) to learn more about this feature. 2. **Set Status Tags** - Once your budget or forecast is created, set the appropriate status tag to indicate the planning progress. You can also clear the tag or check the status history to track planning evolution. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jan-19-2026-07-11-17-3849-PM.png?width=670&height=303&name=undefined-Jan-19-2026-07-11-17-3849-PM.png)        3.   **Include in Client Portal** - When your projections are ready, include them in the                   Client Portal for easy collaboration. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jan-19-2026-07-11-16-9998-PM.png?width=670&height=303&name=undefined-Jan-19-2026-07-11-16-9998-PM.png) --- #### **Customizing Access and Organization:** - **User Permissions**: Customize access for individual users by granting either **editing** or **view-only** privileges ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jan-19-2026-07-11-15-6204-PM.png?width=670&height=303&name=undefined-Jan-19-2026-07-11-15-6204-PM.png) - **Folder Organization**: Organize your budgets and forecasts into folders for easy navigation ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jan-19-2026-07-11-16-0536-PM.png?width=670&height=303&name=undefined-Jan-19-2026-07-11-16-0536-PM.png) - **Centralized Hub**: Your Client Portal becomes a centralized, secure hub for all shared business insights --- #### **Collaborative Features:** - **Active Participation**: Users with editing privileges can actively participate in business planning, with their changes updating existing budgets and forecasts upon saving - **Comment System**: Even with view-only access, users can enhance planning efficiency by leaving comments to track planning decisions. The comment history helps clients and team members understand the reasoning behind specific planning strategies ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jan-19-2026-07-11-17-7617-PM.png?width=670&height=347&name=undefined-Jan-19-2026-07-11-17-7617-PM.png) ![](https://knowledge.reachreporting.com/hs-fs/hubfs/undefined-Jan-19-2026-07-11-16-5033-PM.png?width=670&height=267&name=undefined-Jan-19-2026-07-11-16-5033-PM.png) By leveraging budgets and forecasts within the Client Portal, you create a transparent, collaborative environment that promotes better decision-making for both clients and team members. If you are interested in a [white-labeled](https://knowledge.reachreporting.com/white-labeling-benefits-and-setup-guide?hsLang=en)Client Portal, contact us by clicking on the chat bubble in the lower right in Reach. This is a premium feature and is an additional cost. --- ### [**Go to the Reach Reporting app\>**](https://app.reachreporting.com/login) ARE YOU NOT CURRENTLY USING REACH REPORTING? [learn more at reachreporting.com](https://reachreporting.com/) ### **We are dedicated to helping you.** \- Need Additional Help? *Your success is important to us.* Whether you're working as a CFO of a business or part of an accounting firm, Reach Reporting is here to improve your working knowledge of reporting and provide service tips and skills to ensure you're at the top of your game.  We make sure that you have access to staff members who are best suited to help you. We work together to resolve issues and create memorable moments that empower you to enhance your reporting skills. We are here to listen to you. We understand that using new technology can be frustrating, so we can answer questions or jump on a quick Zoom call. 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