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Permissions and Settings
Client
Specify metadata about this client.
| Field | Description |
|---|---|
| Client Name | The name of this client. Is shown on invoices and in reports. |
| Client Number | Typically auto-populated by Projector. You can specify the numbering scheme if you wish. |
| Client Status | Inactive clients cannot have new engagements, contracts, or projects created |
| Rates for New Projects | Default rates come from a project's cost center. Optionally specify a specific rate card. |
| Billing Adjusted Discount % | All new projects under this client have this discount applied. This is typically a delivery discount from your sales rates. Most often zero. See Explain the different types of revenue in Projector to learn more. |
| Contract Discount % | All new projects under this client have this discount applied. This is typically a sales discount from your standard rates. See Explain the different types of revenue in Projector to learn more. |
| Client Tree | Read-only tree showing parent/child relationships |
| Parent Client | To make this a child of another client pick from the dropdown list To make this a top-level client click X To change the parent search for and specify a different value |