Link your projects with your clients

by cdeschamps October 13, 2009

It is now possible to assign several projects to one client.

To do so, on the project card, you now have a drop down menu to assign a client to the project.


Results on the planning*:
1- While filtering by client, only projects associated to this client will appear on the project filter.

2- While creating a new task:
-    if you select one client first, projects associated to this client will appear on the project list.
-    If you select a project first, the client will be selected by default on the client list.

*NB: To adapt the project filter as described above, activate the option on the menu Tools -> Option -> User


Watch our video on the link project-client:

 

More about client management

 

 

Keywords:

Filed Under:

Project planning

by cdeschamps April 8, 2009

Manage your projects easily with our project planning software

Fed up with your Excel files or with complicated Project Management software?

With PlanningPME, facilitate your office project management.

Have a look at the example below:

Project Planning 


Take benefits of all those features within our project management software:
- Have a graphic and clear Gantt Chart
- Have access to several views: resources, tasks, clients and projects
- Avoid double booking
- Improve productivity
- Easy scheduling

 

More screen shots here:

Project View:

Client View: