Creating Clients and Projects 79 Setting up your Clients Clients are customers of your organization to whom you bill time or costs for projects. Clients can be external customers or departments within your organization. Projects can be set up with multiple clients, either for cost allocation on a percentage basis, or to allow the same project name with multiple clients, as described in Understanding Cost Allocation and Bucket Method on page 77. You should define your clients before setting up projects to eliminate the need to go back and assign the projects to the appropriate client. Clients can be configured at: Projects > Clients For each client you create, you can specify: 1.    The name of the client 2.    A code for the client, which can help save space in timesheets and reports 3.    The default billing rate for the client (any projects created for this client will be set to use this rate by default) 4.    Any custom fields you created for clients Adding Projects A project is a framework (structure) used to organize workgroup tasks. Projects identify the body of work to be completed by a team within your organization. Projects can have multiple levels and complexities, de- pending on the needs of your organization. Projects can be added at: Projects > Projects Follow these steps to add a project: 1.    Create the project, including entering the basic project details and assigning clients. 2.    If tracking time for billing purposes, set the rates to bill time at. 3.    Specify who will work on the project. 4.    Define the tasks within the project. 5.    Specify which expenses can be claimed under the project. If your projects follow a similar structure and settings, you can create a template project and add projects using the template, as described at Adding Projects using a Template on page 81. Creating the Project When creating the project, you must specify: 1.    The name of the project 2.    The project code, which can be used to save space in timesheets and reports 3.    If hierarchy filtering is enabled, the Department the project will be visible to. When adding a project, you can only select one department for which to make the project vis- ible. Once you have added the project, open it for editing and select additional departments.