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Project Clients

Project clients are the eventual owners of the software system.

Access

Ribbon

Configure > Reference Data > Project Types > People > Project Clients

Reference

Field

Action

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.

Use to

  • Capture client details associated with the current model

Notes

  • You can transport these client definitions between models, using the 'Configure > Model > Transfer > Export Reference Data' and 'Import Reference Data' ribbon options

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