Project Customers

Project customers are internal or external parties who are billed for work performed on a project.

You associate customers with projects in two ways:

• Select project customers when editing the project definition.

• Associate the project or task with a contract.

Project Customers

Specifying one or more project customers during the initial or proposal stages can help you track customers until a contract is signed and associated with the project.

Until a contract is available, project customers are displayed on the project list and the project overview. If you specify multiple project customers, then only the first customer appears on the project list.

Contract Customers

After a project is associated with a contract, the bill-to customer specified on the contract bill plan appears on the project list. If the project is associated with multiple contract lines that have different customers, then the first customer appears.

The project overview displays all customers linked to the project through associated contracts.