How to Add a Project for Client from Client Screen

Prerequisites:

Before adding a project for client, a client and a client contact should be added.

To add a client, please refer “How to Add a Client”

To add a client contact, please refer “How to Add a Client Contact”

Step 1: Click on Clients tab on the top menu

Step 2: On the Manage Clients screen, the list of all the existing clients will be displayed. Click on All Clients.  Search the client for which client project needs to be added. To search a client, please refer “How to Search a Client”

Step 3: Hover mouse over the gear icon of the client for whom client project needs to be added and click on “Edit” icon

Step 4: On Edit Client screen, click on the Add Project symbol present on the top right side of the screen

Step 5: Enter required details on Add Project screen. Bold labels are mandatory fields. Click on “Save” button to save the Project, OR click on Save & Add Task button to save the Project and add task for that project.

Notes:

• Only Admin, Project Manager and Delivery Manager can add a Project for a client to the Link-OM - Operations Management Software.