Adding a Client (for reporting)

1. Select the “Project” Module

2. Select the “Info” Module

3. In the upper right panel, right-click and select “Add” or select "Add" from the ribbon.

4. Expand the Company Type: Client Folder

5. Check the checkbox associated with the client for this project.

6. Select Ok

Note: If your client is not in the list, please follow the link below to submit a client request.

Accubid Client Request - Service Portal (service-now.com)