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.
There are two ways of creating clients, the first is through the Admin Settings (requires Admin permissions), while the second is available to Managers and above from within the project itself.
Step 1: Go to Admin in your personal menu
Step 2: Go to Clients in the side menu
Step 3: Click Add Client
Step 4: Give it a name, and click Add Client
Step 5: Hover over the newly created client
Step 6: Click Edit
Step 7: Add details, contacts and notes
Repeat for all of your clients
Step 1: Go to the project related to the client
Step 2: Go to Client in the side menu
Step 3: Expand the dropdown menu at the top right
Step 4: Click Add New Client
Step 5: Name the client, and click Add Client
The client has now been added, and assigned to the project.