Set and adjust project customersΒΆ

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.

Resource pool 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.


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