One of the hallmarks of GUIDEcx is providing the right level of visibility for each user based on their role in the project.
Overview
GUIDE 2.0 launched with Portal View, a simple, streamlined experience designed for individual contributors who primarily need to see and complete their assigned tasks. Portal View also offers helpful project context, including a summary bar and visibility into provider tasks.
As of 10/28/25, GUIDE 2.0 also supports Full Plan View — a more detailed, robust perspective of the entire project. This view is ideal for customer users who serve as the main point of contact on a project, or who need a comprehensive view across all customer tasks (beyond an individual's tasks shown in Portal View).
User Access
Admins and Managers can designate a default customer view for each new customer role created.
Guide licenses can assign roles to customer users in the Team page within a project. The view tied to that customer role will display on the customer card.
Managing Customer Views
The view a customer has within a project is determined by their assigned role. GUIDE 2.0 continues the same flexibility from the Legacy experience, allowing views to be set on a project-by-project basis.
Every participant in a project—whether internal or external—must have an assigned role. For customer roles, the view (Portal or Full Plan) is an attribute of that role.
Only users with Admin or Manager license types can manage views associated with customer roles. To do so, follow these steps:
Navigate to Resource Management from the left-hand navigation pane.
Click the Customer Roles tab.
If the desired role already exists, set the view type using the Project View Permission dropdown. Choose either Full Plan or Portal.
If a customer role does not yet exist, click + Add Customer Role, name it appropriately, and designate the desired view type.
FAQ's
What does a customer user with Full Plan View see within the project?
What does a customer user with Full Plan View see within the project?
GUIDE 2.0 preserves the same experience as our Legacy application, where customers’ views within a project are determined by task settings such as Responsibility and Visibility. There is no significant change in what is displayed to customers in GUIDE 2.0.
How does a project manager change the view for a specific customer user?
How does a project manager change the view for a specific customer user?
The best practice is to have set up at least two different customer roles—one with Full Plan View and one with Portal View. Project Managers can then easily adjust a customer’s view within a specific project by changing their assigned role.