Help Guide > Project Building Blocks > Clients
Clients
Clients are created via the add menu in the Projects view, or via the right-click menu. Associating projects to clients allows you to do project and timesheet analysis by client. If you don't do work for actual clients, you might choose to create clients to represent an internal department or some other grouping that would provide you with useful project rollup metrics.
When you add a new client, you will be toggled into Portfolio mode automatically, since that is the only place you see the actual client object:

In your plan hierarchy, the Client association shows up in the project breadcrumb:

To edit an existing Client, switch to Portfolio mode and double-click the Client name you wish to edit.


