Maintain projects for a client

To review projects for a client:

1. Search for clients.
2. Open the client to display the CCCLNT—Client Detail screen.
3. Select the Projects tab.

To configure the primary project for a client:

1. Select Primary Project Code from the active projects on the client.
2. Click Submit.

To add a client project:

1. Click Create Client Project to display the CCCLNTPROJ—Client Project Detail screen.
2. Enter the Project Code.
3. Update other fields, as required.
4. Click Submit and close the CCCLNTPROJ—Client Project Detail screen.

To create a client project from an existing client project for the same client:

1. Open the project to display the CCCLNTPROJ—Client Project Detail screen.

2. Click Save As to open the Save As dialog box.

3. Enter the Project Code for the new client project.

4. Click OK to create and open the new client project in the CCCLNTCNCT—Client Contact Detail screen.
5. Update the details, as required.
6. Click Submit.

To update a client project:

1. Open the project to be updated to display the CCCLNTPROJ—Client Project Detail screen.

2. Update the fields, as required.

   Note: The Project Code field cannot be updated.

3. To upload a logo:

   1. Click the Open Folder icon next to Logo.
   2. Locate the file.
   3. Click Open.

4. To remove a logo:

   1. Click X next to Logo.

5. To upload a document file:

   1. Click the Open Folder icon next to Document.
   2. Locate the file.
   3. Click Open.

6. To remove a document file:

   1. Click X next to Document.
7. Click Submit.

To configure the primary contact for a project:

1. Select Primary Contact Code from the active contacts on the client project.
2. Click Submit.

To delete a client project:

1. Click X at the beginning of the row containing the client project.
2. Click Submit.