Client projects

Outcome

You can browse projects (optionally filtered by client), open a project detail, create a project with client and dates, and edit it including qualifications when needed.

Who it's for

Planner / company admin

Prerequisites

• At least one client
• Company services available when you link a service
• Permission to view or manage projects

Steps

1. Open Business → Clients → Projects, or use the Projects card / row action from Clients.
2. On the list: search and filter; switch grid vs table. Status follows start/end dates (planning, in progress, completed).
3. View: open View. Check name, scope, client, dates, status, and shortcuts to edit or related work.
4. New: Add Project. Select client (required), name, optional scope and service (filtered by industry), start/end dates, plus standby/break options when your process uses them. After create you may continue to edit qualifications.
5. Edit: …. Update the same fields; use the qualifications tab when project-level requirements change. Linked shifts can cause deactivate instead of hard delete.
6. Shifts pick a project for job context. Next in this cluster: Client contracts.