Clients - Setup Client
This tab of the client landing page allows users to view and edit basic client information, contract rates, discounts, user defined fields and client levels.
Permissions and Settings
To view clients, users must have the global permission to view clients.
To update clients, users must have the global permission to update clients.
Client Fields
| 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 |