Project Clients

Project clients are the eventual owners of the software system.

Access     Settings | Project Types | People > Project Clients

Use to

Capture client details associated with the current model
 

Reference

Field

Usage

See also

Name

Type or select the name of the client.

 

 

Organization

Type the name of the organization that employs the client.

 

 

Role(s)

Type the role the client plays in the project (for example, Manager, Sponsor).

 

 

Phone 1, Phone 2, Mobile, Fax

 

Type the contact telephone numbers for the client.

 

Email

Type the email address of the client.

 

 

Notes

Type any additional notes on the client.

 

 

Defined Clients

Review clients that have already been defined.

 

 

New

Add details of further clients.

 

 

Save

Add a new client to the Defined Client list.

 

 

Delete

Delete a client record from the Defined Client list.

 

 

Notes

You can transport these client definitions between models, using the Export Reference Data and Import Reference Data options

 
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