CorePlan’s Client Portal is a handy solution for giving you quick visibility into drilling progress and Plod data, without the overhead of managing the full platform. It’s built for simplicity: one or two contractors, straightforward reporting, and clear updates in one place.

But as projects grow, that simplicity can start to feel limiting. Suddenly you’re coordinating multiple drilling teams, managing earthworks, and cobbling together spreadsheets just to get a full picture of what’s happening.

If that sounds familiar, it might be time to ask whether you’ve outgrown the Client Portal.

1. You're managing multiple contractors and keeping track is a nightmare

It starts small: one drilling contractor becomes two, then three. Before long, you’ve got Plods coming from different sources, each using their own format. You’re juggling spreadsheets just to see who’s working where, whose rates apply, and which contract variation you last approved.

The Client Portal lets you view Plods from different contractors, but you can’t coordinate assignments, compare performance, or manage variations in one place.

The Portal gives you visibility, but not control. You can see the data, you just can’t manage it all in one place.

2. You’ve added earthworks, but can’t actually track them

If your projects now include pad construction, access roads, or other pre-drilling work, the Portal doesn’t give you visibility into those activities.

That often means separate spreadsheets or site diaries, unclear handoffs between teams, and occasional “why is the drill rig here when the pad isn’t ready?” moments. It’s not that your process is broken, it’s just outgrown the tools you started with.

3. Reporting has become a weekly chore

Exporting data to CSV used to feel empowering. Now it feels like admin. You spend hours cleaning and combining data, building pivot tables, and creating custom views for project managers, finance, and leadership.

When reporting becomes a ritual instead of a click, that’s a big sign your system isn’t scaling with you.

4. You can’t see the dollars behind the drilling

Knowing the progress on site is only part of the story. Without real-time cost tracking, you’re always one step behind when it comes to budgets. The first sign of an issue is often an invoice surprise or a finance query you didn’t see coming.

Real oversight means seeing not just what’s being drilled, but what it’s costing, and why.

5. Your team is working in parallel, not together

Geologists in one system. Project managers in spreadsheets. Contracts in email. Finance in accounting software. Everyone’s doing their best, but no one’s seeing the same data.

That constant reconciling of “which version is right?” eats away at time and confidence.

So, where does that put you?

Level 1: Visibility

You need to see what’s happening. The Client Portal gives basic reporting and real-time drilling updates - exactly what early-stage projects need.

Level 2: Coordination

You’re managing multiple contractors or adding earthworks into the mix. You’re spending hours each week pulling data together. It works, but it’s manual - and that friction adds up.

Level 3: Control

Right now, your drilling, earthworks, cost tracking, and contracts all live in disconnected workflows. This is slowing drilling programs down and making collaboration harder than it should be. The Mining & Exploration Hub brings it all together in one integrated system.

What you unlock with the Mining & Exploration Hub

Full project control: Create drill programs, assign holes, oversee earthworks, and manage all your contractors from one place.
Built-in financial oversight: Track costs in real time, manage contract rates and Rise & Falls, and catch discrepancies before they become disputes.
True team collaboration: One system for your geos, project managers, contracts, and finance team. Everyone’s working from the same live data.
Automatic reporting: Dashboards update themselves, freeing you from weekly rebuilds.
Mobile and offline: Keep the field connected to HQ, even when the signal drops.

When you’re ready to move from visibility to control, the full Mining & Exploration Hub is where you make that leap.

Ready to upgrade? Schedule a demo with our team today.

Download the checklist here

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Has your project outgrown the Client Portal? Here’s how to tell - and what to do next

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