Views:

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

For a Client Contact: Administration tab > Dimensions > Client Project

For a Placement: Finance tab > Finance Details > Client Project

For either record, click on the Search button > select an existing Client Project or +New Client Project.

 

Client Contact

 


Placement