Step-by-step guidance
Who can do this: Creating or changing clients requires the relevant client-management permission.
Before you begin
- The client name and whether the work is external or internal
- Commercial and contact details your organization is authorized to retain
Steps
- Open Projects and select Clients.
- Choose Add client and enter the organization and relevant business details.
- Add a delivery or commercial contact when available.
- Save the client and confirm it can be selected for a project.
Expected result
Projects can use a consistent client record with the appropriate contacts and commercial context.
Next action
Create the first project for the client and define its delivery objective.
Common problems
- Duplicate clients can split reporting; search before creating one.
- A contact needs a valid name and communication detail.
- Internal work should use the internal client context.