Views:

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

The Client Project field can be found in the Finance tab on a Placement and in the Administration tab of the Client record.

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