Group project per clients
Implement "Clients" : make multiple projets for one client and be able to give budget to each project and generate quick stats and reports for this client, all projects mixed.
Could do part of this with project groups (not quickstats), but then couldn't put it in a project group ;).
Could also do with booking categories, but then no way to manage budgets per project ;)
We added a new client feature today. In combination with smart groups you should be able to do what you need
https://hubplanner.com/a-new-way-to-handle-customers-clients/
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Hi Simon,
Thanks for your message. We are working on a pure client list, but in the mean time here are 2 suggestions for you as nice workarounds.
Add a Project Group as a Client. E.g. Create a group client name (MTV) and then add all MTV projects to that group. You can run a Group (Client) report on that group then, and also a project dashboard.
You could use Project Custom Fields. Create a Custom Field with a list of all clients. When editing or creating a Project you can tag using Custom Fields the Client. Then in reports you can filter on this client.
Hopefully a couple of suggestions for you.
Best, Support.
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Simon Fryer commented
Being able to add a "Client" then have multiple "Projects" is a massive hurdle for me. We have many individual projects costed separately to each other, but the same client and would be fantastic to group them together somehow, either just for reporting and project creation, or actually baked in to the overall functionality. Start small though, reporting/just for project creation and grouping would be awesome as a start.
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Alex commented
This would be very useful for our agency - we have many clients with multiple projects and helpdesk SLAs.