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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