Local modeClient, project, and documentation edits are available on this device.
Admin
Project completedThe completion export email will be sent to the creator and billing recipients when Graph email is enabled.
Search across the full workspace
PCGEN internal operations system
One hub for projects, client records, IT documentation, and reports.
PCGEN ClientOps Hub is built to keep customer work visible, structured, and ready for handover. It connects project tracking, Microsoft 365 access, customer documentation, incident reports, backup reports, exports, and admin controls in one secure workspace.
Why it exists
Built so client information is not scattered across chats, folders, notes, and memory.
The system gives PCGEN a standard way to record what was done, who initiated it, what is still open, which customer it belongs to, and where the formal documentation or billing export can be found.
01
Project Control
Track every project with custom IDs, status, creation date, initiator, Planner link, tasks, subtasks, assignees, completion percentage, and exports.
02
Customer Register
Maintain contract and non-contract clients with contacts, notes, logos, and a central customer list used across documentation and reports.
03
Network Documentation
Fill in detailed blanks for client infrastructure, VLANs, IP ranges, gateways, firewalls, servers, printers, M365, backups, credentials, and recovery notes.
04
Client Reports
Create structured incident, phishing, virus, backup failure, backup success, and recovery test reports with branded export outputs.
05
M365 Access
Use Microsoft 365 organization users for access, with admin-controlled permissions so viewers can track while only authorized users can edit.
06
Exports and Billing
Export project, documentation, and report records as PDF, Word, HTML, or Excel-ready files with PCGEN branding and customer logos where relevant.
Total0
All tracked projects
Completed0
Delivered or closed
Ongoing0
Active or in progress
Projects
0 shown
Project
Status
Completion
Created
Activity
Actions
No projects found
Add a project or adjust the filter.
Customers
Create and manage the customer register used by projects and documentation.
Customer List
0 customers
Customer
Type
Contact
Updated
Actions
No customers yet
Add contract and non-contract clients here.
Strictly confidential
Customer IT Documentation
Fill in the standard network documentation template for each customer, then export it for the file repository.
Template form
Documentation Form
Select a customer
Customer Documentation
0 documents
Customer
Status
Version
Owner
Updated
Actions
No documentation yet
Create a customer and complete its confidential documentation template.
Client-facing reports
Reports
Create structured incident, phishing, virus, backup failure, and backup success reports for customers.
Report Register
0 reports
Report
Customer
Type
Status
Date
Actions
No reports yet
Create an incident, backup, phishing, virus, or recovery report here.
Project task list
Project
No project selected
Completion0%
0 tasks
StatusOngoing
No activity yet
CreatorNot set
No email
Project completedThis project is complete. Export and billing emails can be sent when Graph email is enabled.
Tasks
0 tasks
Task
Status
Assignee
Updated
Actions
No tasks yet
Add tasks here to build the completion percentage.
Strictly confidential
Project Documentation
Template ready
User permissions
Control who can view, export, edit, and administer PCGEN ClientOps Hub.
Permissions
0 users
User
Role
Can see
Modules
Export
Actions
No user rules yet
Configured Microsoft app admins can still administer the tracker.
System settings
Update login mode, Microsoft Graph, branding, project IDs, and theme settings without editing backend files.