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Project Clients
Project clients are the eventual owners of the software system.
Access
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Ribbon |
Configure > Reference Data > Model Types > People > Project Clients |
Reference
Field |
Action |
See also |
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Name |
Type or select the name of the client. |
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Organization |
Type the name of the organization that employs the client. |
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Role(s) |
Type the role the client plays in the project (for example, Manager, Sponsor). |
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Phone 1, Phone 2, Mobile, Fax |
Type the contact telephone numbers for the client. |
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Type the email address of the client. |
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Notes |
Type any additional notes on the client. |
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Defined Clients |
Review clients that have already been defined. |
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New |
Add details of further clients. |
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Save |
Add a new client to the Defined Client list. |
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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