| Prev | Next |
Project Clients
Project clients are the parties (individuals or organizations) that either requisitioned the system or part of the system being modeled or will be the users of the system. Defining these parties helps to keep the focus on the important reasons why the system is built modeled.
Access
|
Ribbon |
Settings > Reference Data > Model Types > People > Project Clients |
Reference
Field |
Action |
See also |
|---|---|---|
|
Name |
Type or select the name of the client. |
|
|
Organization |
Type the name of the organization that employs the client. |
|
|
Role(s) |
Type the role the client plays in the project (for example, Manager, Sponsor). |
|
|
Phone 1, Phone 2, Mobile, Fax |
Type the contact telephone numbers for the client. |
|
|
|
Type the email address of the client. |
|
|
Notes |
Type any additional notes on the client. |
|
|
Defined Clients |
Review clients that have already been defined. |
|
|
New |
Add details of further clients. |
|
|
Save |
Add a new client to the Defined Client list. |
|
|
Delete |
Delete a client record from the Defined Client list. |
Use to
- Capture client details associated with the current model
Notes
- You can transport these client definitions between models, using the 'Settings > Model > Transfer > Export Reference Data' and 'Import Reference Data' ribbon options