If you’re using CorePlan’s Client Portal regularly, you already know the basics: checking Plods, tracking drilling progress, and pulling the occasional report.

But the free Portal can do much more than most users realise. It includes features and workflow shortcuts designed for technical users who want to spend less time on admin and more time making decisions.

Use filters and saved views

Stop scrolling through endless rows of data. Set up filters and saved views for the information that matters most. Whether it’s isolating Plods for a specific rig, viewing activity by contractor, or checking only unapproved submissions, saved views cut repetitive filtering down to one click.

A small tweak, but it keeps you focused on analysis instead of admin.

Tag and comment instead of using email

If your team still handles Plod queries through email chains, there’s an easier way. Each Plod in the Portal supports comments and tagging, so feedback stays right next to the data it relates to.

The conversation stays visible to everyone - not buried in someone’s inbox - and creates a clear record of decisions for audits or quality checks.

Build templates for consistent reporting

Most users export data, but few take advantage of custom templates that standardise their reports. Create templates that match your internal formats - think weekly summaries, QA/QC logs, cost-per-metre reports - and exporting becomes one quick step instead of half a day of reformatting.

Templates also help teams stay consistent across multiple projects and contractors.

Cross-check progress against plan

The Client Portal’s real-time Plod data is a live benchmark against your drilling plan. You can quickly compare actual metres drilled to your schedule, identify underperforming rigs, or catch pattern anomalies before they roll into next week’s numbers.

Treat the Portal less like a record-keeping tool and more like a live feedback loop.

Keep approvals moving offline

The mobile app’s offline sign-off feature lets you review and approve Plods right at the rig, even without internet. When you’re back in range, everything syncs automatically, keeping records up to date without extra steps.

It’s a simple way to keep projects moving and data flowing, no matter where you’re working.

Bonus tip: Make the Portal your single source of truth

Instead of juggling spreadsheets or summaries, use the Portal as the central home for validated data. It’s updated continuously by contractors, and every approval feeds into your wider exploration dataset.

That means fewer manual reconciliations, quicker decisions, and a smoother handover when projects move from exploration to operations.

Get more from the tools you already have

When your projects grow to the point where you need full program management - budgets, earthworks, and integrated approvals - the Mining & Exploration Hub builds directly on the processes you’ve already set up in the Portal.

Until then, keep using the tools you already have to their full potential. The Client Portal might be more powerful than you think.

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Five tips to get more out of the free Client Portal

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