• Adding a Client Project
• Client Project properties and options
• Deleting a client project
• Setting the default client project
• Default client project
• Customizing Client Projects and Subprojects
• Adding a Client SubProject
• Client Subproject properties and options
• Deleting client Subprojects

Customizing Client Projects and Subprojects

Customizations for a client's project or subproject are performed in the Customize dialog accessed from the Project Management or Subproject Management dialog.

1. From the Setup menu, select Project Management.
2. Select the applicable Project Template No.
3. In the Selected Clients window under the Clients tab, select the client for whom this project is being changed.
4. Click the Customize button.
5. As applicable, set this as the default project by selecting the Default Project checkbox.
6. Select defaults for the In charge person, the team leader, contract amount and critical dates.
7. Click OK to close the dialog and accept the change.
8. To customize another client's project, repeat steps 2 to 8.
9. When you are done, close the Project Management dialog.

Additionally, you can use the client setup area to modify client project and subproject information. If you are changing just one or two settings for only one client, this can be done from the Clients record.

1. From the Setup menu, select Clients.
2. Enter the client number.
3. Click the Project button.
4. Select the project from the valid list of projects.
5. In the information section, modify information as needed.
6. To modify information for subprojects of this project, click the Subproject button.
7. When the information is updated, click Close to return to the Client setup.

Subprojects

Subprojects can be similarly customized from the Subproject Management dialog. After choosing the project template, click the Subproject button. When the Subproject Management dialog opens, select the Subproject template and carry on with steps 3, 4, and 6-9.

Related Topics

• Client Project dialog