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. |
To view clients, users must have the global permission to view clients.
To update clients, users must have the global permission to update clients.
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 |