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Client Access and Project Workspace Requests

Clients, partners, lenders, vendors, and invited collaborators can request access to project files, planning notes, intake updates, and collaboration workspaces.

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Urban Planning Pros client access header image for Urban Planning Pros showing Client access image with secure project intake and planning document overlays
Client access Project files, intake updates, partner coordination, and planning workspaces.

UPP owner dashboard

Sign in to manage the feasibility dashboard.

Use this private section to enter the internal dashboard for active leads, project workspaces, feasibility reviews, client access, vendors, pipeline records, and follow-up tasks.

Stage 1 feasibility intake

Upload your documents to get an accurate snapshot this week

Use this intake form to provide more details than the traditional intake form and get the ball rolling on your due diligence faster, and with a verified 3rd party company for your financial parties to have confidence in your research.

Upload up to 6 files. Text PDFs, notes, CSVs, and plain text documents extract best in v1; scanned PDFs still save to the project for manual review.

Client portal path

Request access before private project details move around.

This page is for clients, landowners, lenders, consultants, partner teams, vendors, and invited collaborators who need access to project files, planning notes, intake updates, or coordination workspaces.

Submit the request below and UPP will confirm the right access level before sharing private project material.

Access should be intentional

Not every visitor needs the same view into a project.

Client project files and planning updatesPartner, lender, or consultant coordinationVendor access for scopes, exhibits, and milestonesPrivate workspace setup after UPP approval