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Subproject Management - Clients

You can assign multiple clients to use a subproject template. Assigning a client to a subproject template automatically creates a customizable project for the client selected. When you assign a client, all subproject template defaults are applied to the client subproject automatically.

For more information about subproject management, see Subproject Management - Templates.

Client Assignment

All Clients

A list of clients in the firm.

Filter (button)

Click the Filter button to refine your list of clients. You can filter your list based on various client properties. See Client Filter for more information.

Selected Client Project

A list of clients assigned to selected subproject template. A subproject number is generated for the assigned client.

Assign

Select the appropriate clients from "All Clients" and click to assign the selected client to the subproject template.

Un-Assign

Select the appropriate clients from "Selected Client Project" and click to un-assign the selected client from the subproject template.

Select All / Deselect All

Use these buttons to select or deselect all entries in the "All Clients" window.

Note: Keyboard controls (shift and ctrl) are available to select clients as well. To select multiple clients in sequence select the first client, hold down the Shift key, and select the last client in sequence. To select multiple clients not in sequence select each client while holding down the Ctrl key.

Customize button

Select the client subproject you wish to update and click Customize; the client subproject dialog opens. This dialog is also accessible from the client project dialog.