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:
Want to know more about PlanningPME releases?
Have a look at the evolutions of PlanningPME, version 4.0.3.