Set and adjust project customers

Rillsoft Project allows you to summarize project customers in Groups in a flexible way.

In order to set and adjust project customers, do as follows:

• Select the menu item Start > Properties > Resource.

The dialogue box Resource pool opens.

• Select the tab Project customers.

• Create a new group by clicking on the button New group or on the

  row that is marked with an asterisk (*), enter a new group name in the column Group.

• Enter a specific project customers in this group in the row

  (column Name).

• You can enter more customers ranks in the empty row directly below in the

  column Name. In the following columns, you can enter further project-relevant information related to the customer, such as the address and contact data of a contact person.

• If necessary, you can add several addresses or contact person to a client in the directly following empty lines.

  Thereby the group name in the Name column is automatically copied as well.

  Note: To change the client name, you need to do this in the first group row, which automatically transfers the group name to all the other saved client ranks.

• Enter a specific value in the column Code to exchange data with

  other applications.

• If necessary, enter a note in the field Notes.

• Click on the button OK.

Note:

• You can search for project customers in the field Filter. Enter the search phrase (or a part of it) in the field.