Views:

The Client Project field can be found in a Placement or Client Record.

Client Projects can be assigned to a Client record and Placements. They can then be reported on to indicate contractor allocation and when they are due to finish etc.

They can be useful on the Client side to group together Client's targets on on a project.

To assign a Client Project to the Placement record, navigate the relevant Placement record and click on Finance tab.

Scroll down to the Client Project field and click on the Search button.  

You can select an existing Client Project or add New. To create a new item you will need sufficient permissions. Please speak to your system administrator if you need help with creating a new item.


To assign Client Project on a Client record, go to the Administration tab. Scroll down the page and it is visible on the right hand side.
 



Views can then be built under the Client or Placement menus to list all the records that are associated with that project. This list can be filtered, reported on, scrolled through or exported.