Add a Client

This tutorial presents how to add a new Client for grouping projects.

  1. Navigate to the Global> Client/Project> Clients menu.

  2. Click the icon on the top toolbar.

  3. Provide a Name and (optionally) a Description.
  4. Click the the icon below the Address text box to open the address picker.

  5. Select an address or click the icon to add a new one.

    Click the icon.

  6. Click the icon.
  1. Select the client you have just created and click the icon on the top toolbar.

  2. In the tab 'Projects' on the bottom, click the icon.

  3. Provide the project details such as Name, Type, Validity Period, Reporting options, Users associated to the project, etc. Leave the value of the Client field as it is.

  4. Click the icon.
  5. Return to the 'Clients' tab. The new project has been added to the client.
  1. Select the client you have just created and click the icon on the top toolbar.

  2. In the tab 'Projects' on the bottom, click the icon on the toolbar to open the 'Select Project' pop-up window.

  3. Use the drop-down list to select the client the project you wish to move belongs to.

  4. Check the project(s) and click the icon.
  5. Click the icon.

Add a Client review

In this tutorial you learned how to:

  • Create a new Client
  • Add new Project to the Client
  • Add Project(s) from another Client