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Contents

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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