{% extends "ui/templates/base/layout.html" %} {% block content %} {% include "modules/consultants/templates/consultants/_consultant_tabs.html" %}

Engagement Progress Report

Overall progress, current stage and external blockers for clients linked to you. Internal task allocation and private review notes are not shown.

Raise Service Request
Engagements
{{ board.total_engagements }}
Average Progress
{{ board.average_progress }}%
With Blockers
{{ board.blocked_engagements }}
Overdue
{{ board.overdue_engagements }}
{% for item in board.engagements %} {% else %}{% endfor %}
Client / EngagementPeriodProgressCurrent StageMain BlockerPending FromDue Date
{{ item.client.client_name }}
{{ item.catalogue.service_name }}
{{ item.subscription.financial_year }}{% if item.subscription.assessment_year %}
AY {{ item.subscription.assessment_year }}
{% endif %}
{{ item.progress_percentage }}%{{ item.completed_tasks }}/{{ item.total_tasks }}
{{ item.external_stage }}
{{ item.blocker_text }}
{% if item.last_update_at %}
Updated {{ item.last_update_at.strftime('%d-%m-%Y') }}
{% endif %}
{{ item.pending_from }} {{ item.due_date.strftime('%d-%m-%Y') if item.due_date else '—' }}{% if item.is_overdue %}
Overdue
{% endif %}
No consultant-visible engagements found.

Tasks Assigned Directly to Me

Detailed task execution is available only for tasks specifically assigned to your consultant profile.

My Service Requests

Requests raised by you to the firm.

View all
{% for row in board.service_requests[:8] %}
{{ row.subject }}
{{ row.request_no }} • {{ row.requested_service_name }}
{{ row.status.replace('_',' ').title() }}
{% else %}
No service requests yet.
{% endfor %}
{% endblock %}