You link a project to a client to group related work, give the client’s viewers access to all their projects at once, and roll the project up into client billing.
[screenshot of the Client field on a project page]
Who can do this
Owner only.
Linking at project creation
The Add project form has a Client field. Pick an existing client or click Create new to add one inline.
[screenshot of the Client field on the Add project modal]
Linking after creation
Open Projects
Click the project
Find the Client field on the project header
Pick a client from the dropdown
Save
[screenshot of changing the client on an existing project]
Linking from the client page
You can also see and manage a client’s projects from the client page:
Open Clients
Click the client
Open the Projects tab
Click Bulk add to link multiple projects at once
[screenshot of the Projects tab on a client page]
Unlinking
To unlink, change the project’s client to “None” or remove the project from the client’s project list. The project remains, just without a client link.
What changes when you link
The project appears in the client’s project list
Client viewers automatically get access to the project
Client billing can roll up the project’s tracked time and revenue into an invoice for the client
Reports filtered by client now include this project
A project can only have one client
A project links to at most one client. If you need to share work across two clients, create separate projects.
A client can have many projects
There is no limit. A long-running customer might have ten projects across multiple years, all linked to the same client.