Change Project Clients / Multiple Clients Per Project | Voters

Change Project Clients / Multiple Clients Per Project

complete

Orla Fitzmaurice

The ability to change a projects clients after it has been created. Additionally, the ability to add multiple clients to a project - some of my projects are joint ventures that are split billed, I do this manually now but it would be great to have an option.

July 27, 2023

Geoff Mina

marked this post as

complete

the ability to change the client a project is associated with is complete.

Klaus Guenther

Really like the idea of being able to switch clients. Especially when I'm doing work for an entity that has been sold/acquired. I may already be doing business with the acquiring company and would rather re-parent the project than start a new one, esp if it still runs under the original SOW.

J Ojibwe

I love the collaboration idea on a project, billing and expenses for each entity involved and shared portal space for the project? Is that going to far?

Klaus Guenther

J Ojibwe: Depends - I can bill the end client directly as well as the contractor I'm sub-contracting for. The contractor understandably would not want the end client seeing my bill rates any more than they want me seeing what they charge the client. So I end up keeping the two as separate clients with separate projects which works for my use case.