Applies to
Resource Management
Capabilities
Who can use this capability
Resourcing Administrators and Portfolio Editors can create a client list.
Create a client list
Client lists are useful for organizing projects and resources by client.
In account settings, you can establish a list of clients. When you create a project, you can associate that project with a client from this list. Client names can be useful when you have multiple projects per client and you want to filter on specific clients.
Clients do not have any data associated with them other than their names. When you delete a client, they're removed from the system entirely and will no longer be associated with any projects.
- In the top right corner in Resource Management by Smartsheet, select Settings > Account Settings.
- From the navigation menu list on the left, select Clients.
- Enter the name of the new client and then select Add. You can now associate your projects with the client.