For example, most projects have a single customer who is the main client on the project; you can define a relationship with a name such as Primary to indicate the major client on a project.
Contact types specify how the contacts of a particular customer are involved with a project. You can use project contacts to direct certain pieces of correspondence, such as invoices, to the appropriate customer contact.
For example, if your client identifies a specific employee as the technical resource for questions about that client's project, you can classify that employee using a contact type. First, you create a contact type with a name such as Technical. Later, when you define a project or modify your definition of that project, you assign the Technical contact type to the appropriate customer contact.
Project Contact Types Listing
Project Customer Relationships Listing
|Fremont Corporation distinguishes between the major client of a project and collateral clients who have less involvement than the major client. Fremont also distinguishes between major and collateral clients who help pay for a project, or who do not pay at all.|
|Primary||Client is contributing majority of payment|
|Secondary||Client is contributing partial payment|
|Non-Paying||Client is involved with project, but is contributing no payment|
Oracle Projects predefines two contact types:
|Fremont Corporation's client management policies call for directing all correspondence to the appropriate customer contact in a client's organization.|
|To implement these policies, Fremont Corporation uses the predefined contact types and defines the following ones:|
|Technical||Acts as technical resource for the project|
|Contract||Administers the contract|