Create Clients

Add, remove and edit clients

Clients are used in connection with reports, rate cards, and budgets to give you the best possible means of managing your projects. Additionally, creating and assigning clients to projects is a way to structure and extract client related information and insights. Adding a client to your client list does not invite a client into Forecast. At the end of this section we show you how to invite a client as a guest.

There are two ways of creating clients, the first is through the Admin Settings (requires Admin permissions), while the second one is from within projects and is available only to Managers and Controllers.

If your Permission Level is Admin

Step 1: Access the Admin panel and select Clients. - 2019-05-27T142522.520

Step 2: Click Add Client

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Step 3: Establish the clients name, and click Add Client. - 2019-05-27T143240.447

Once you have established the clients name, this new client will be added to the client list. From here you can edit the client profile further.

Editing Client Profiles

Step 1: Hover your cursor over the created client to either edit or delete.

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Step 2: Click Edit

Step 3: Add details, contacts and notes

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1. Add/edit client name

2. Add/edit client address

3. Add/edit client zip code

4. Add/edit client city

5. Add/edit client country

6. Add/edit client VAT number

7. Add/edit client notes

Repeat for all of your clients

Establish Client Guest

When editing a clients profile, below their detail information section, you have the option of inviting a client as a guest user into Forecast. - 2019-05-27T145154.596

Step 1: Click Add Client User

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A pop up modal will be prompted.

Step 2: Fill out the necessary information

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1. Establish the name of the contact person (client)

2. Establish the email of the contact person (client)

3. Establish the phone number of the contact person (client) & then click Add Person.

Adding Clients as a Controller or Manager

Step 1: Select a project from the project page, one where you wish to add a client to and then click on the three dot icon from the sub-navigation menu and select client. - 2019-05-27T150917.753

Step 2: Repeat the steps illustrated above.

Once you've completed this process, this client will be created and added to a project.