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Clients and projects

Clients and projects are the backbone of EVX Software. Every project belongs to a client, and almost every record, from tasks and time to expenses and invoices, belongs to a project. Selecting a client or a project in the left panel narrows every tab to its work, and permissions on them decide who sees it. They are two dimensions, Clients and Projects, each a section of the left panel.

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What clients and projects organize​

In EVX Software's suggested setup, every kind of record can be classified in a project: notes, links, tasks, files, milestones, events, comments, contacts, time entries, invoices, budgeted and actual expenses, items, and payment receipts. Almost all of them also carry the client, which fills in from the project. See Classifying records.

How projects are built​

  • A project's Client is required: the project belongs to it.
  • A project can sit under another, with Located Under, to build subprojects. Reports can count subprojects on their own or with their main project.
  • A proposal is a project at the proposal contract stage, not a separate record. See Contract stages.
  • When a project is created, it can fill in its service, location, rate schedule, contract stage, and client automatically. See Decide what fills in automatically.

What a client carries​

A client has its own fields, such as its legal and short names, billing address, billing contact, main contact, invoicing instructions, industry, client type, and project manager. Its projects and their records can take some of them, such as the billing contact. See Clients.

Filter by client or project​

Show Clients or Projects in the left panel with View more if it isn't there, then select a member to narrow every tab to its records. Combine it with other members: select a client, then Invoices, to see everything billed to it across its projects. See Filter with dimensions.

Clients, projects, and permissions​

Who sees a record follows who has permissions on its client and project. A person with access to a project sees its records; a person without it doesn't, even when the record is also classified somewhere they can see. See Permissions and access control.

Setting it up for your firm​

  • Add the client first, then its projects.
  • Decide how projects are numbered and named before the first one; see Setting up dimensions.
  • Give each project team permissions on its projects, rather than on every client.

Example: one client, three projects​

A developer is a client with three projects: a Phase I assessment, a remediation, and the remediation's monitoring as a subproject. The accounting lead selects the client and opens Invoices to see all three projects' billing. The field team selects only the monitoring subproject and sees its tasks and documents.

What you can do next​

  1. Projects for the project form and its statuses.
  2. Clients for the client form.
  3. Classifying records for how records join clients and projects.
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