Configuring a Client Profile (WBS)

Work performed in service-oriented companies is generally billed to a client. In some cases the client may be an internal department within the company. In other cases, the client may be an external entity requesting a specific project.

Within Tenrox, each task performed is entered against a specific field. Every task can be traced back to a particular client. The client profile is the root of all contact information as well as cost, billing and invoicing rules that should be applied to any entries made for work eventually billed back to the client. Taking time to enter all appropriate data for the client makes posting invoices and applying cost/billing rules very straightforward. The client profile contains a large amount of information.

A complete set up for a client contains most or all of the following information:

• Client general information
• Client contact information for key contacts
• Client scopes (locations)
• Client setup expense rules
• Client invoice setup and generation
• Client setup cost and billing rules

When entering information for a client, no specific order of data input is required. However, general information must first be entered; once this is saved, the Administrator may then proceed to configure, scope, cost/billing rules, invoices, revenue recognition policy, contacts and user defined fields. Documents and notes may also be included in the client profile.