Project Clients

Project clients are the eventual owners of the software system.

To capture client details associated with the current model, select the Settings | People menu option and, on the People dialog, click on the Project Clients tab.

Clients

Complete the fields as described below:

Option

Use to

Name

Type 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 additional notes on the client.

Defined Clients

Review clients that have already been defined.

Click on the Save button to add the new client to the Defined Clients list.

To add details of further clients, click on the New button.

To delete a client record, click on the name in the Defined Clients list and click on the Delete button.

Note:

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