How to add the Project Manager from the Client side


Whenever you start a new project with one of your clients, you have a counterpart there, a person that is your connection for that project, from the Client`s “yard”. So, how better to remember who that person is than to add the name to the project file! In order to do that, you need to follow the next simple steps:


  • Create the “Contacts” for your clients by editing the Clients’ profile in Management/Clients/Contacts

Creat a list of contacts in Client profile

  • After you created the contacts for the Client – can be one or more, you can add just 1 Client PM to the project by going to Management/Projects and edit the Project managers tab, when the project is already created. The “Client project manager” field has a drop-down list with all the contacts that you have for that client, and you can only choose one name from the list.


Add Client PM

Add Client PM from the list

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