You can add a ClientID to any standard forecast or consolidation. The feature is optional, but opens up a range of search, reporting, cost recovery and analysis capabilities. And although we call it Client ID, think of it more broadly as a way of identifying or grouping projects. ClientID makes it easy to:
- search for or sort projects on the main Projects page
- report numbers of files by Client ID
- use ClientID as a group identifier to track files by region, department, office, partner etc
- track spending by client or client group for cost recovery purposes
- export a ClientID report to Excel
The ClientID is also included in the Projects report
Adding a Client ID to a Project
You can add or edit a Client ID to any Project at any time. you can also add it during the setup process.
To add a ClientID to an existing project:
- go to Overview > Project Details > Edit
- 2. Go to the Project Overview screen and click on Edit
- add your ClientID
You can use letters, numbers and symbols in the ClientID
Producing a ClientID Report (Org Owner and Admins only)
You can run a ClientID report on screen, or export it to Excel for deeper analysis. The exported data could be used to prepare cost-recovery data, or to upload into your expense management software.
- From the Manage Organisation workspace, go to the Clients tab
- you will see the ClientID summary list
- Select the Export to Excel icon. The Excel file will download automatically