How to Create a Customer
Project Framework foundation is based on four main entities: Customers, Providers, Projects and Project Team/Users.
Specifically, within Project Framework only one Provider is allowed (e.g. a Consulting Firm, a Freelance, an IT Department) which may work on behalf of one or more Customers towards which one or more Projects is attached (and one Users Team per Project).
Customer and Provider definition is the first step which is required to have the product working. To start a Customer definition (Client is equivalent to Customer within the Project Framework naming convention) you need to click on the Client button at the left side of the main bar.
Specifically, within Project Framework only one Provider is allowed (e.g. a Consulting Firm, a Freelance, an IT Department) which may work on behalf of one or more Customers towards which one or more Projects is attached (and one Users Team per Project).
Customer and Provider definition is the first step which is required to have the product working. To start a Customer definition (Client is equivalent to Customer within the Project Framework naming convention) you need to click on the Client button at the left side of the main bar.
 
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For any Client it is possible to specify/change a Name (just write a new one after having clicked on New or overwrite an existing one), provide a Short Description (you may even import a description in Rtf, double clicking on the text area), import a Logo (again double clicking on the logo area: jpg and png formats are both allowed) and specify a detailed anagraphics.
Whenever the checkbox "Anagraphics is referred to the Provider" is ticked, then the Client anagraphics is in fact referred to the Provider: in this case, the anagraphics may appear at the bottom page of the generated document in order to show the current Customer who created the deliverable.
In case only one Client is created, this is assumed to be a Provider (someone who is going to make "internal documentation" on behalf of itself).
Whenever the checkbox "Anagraphics is referred to the Provider" is ticked, then the Client anagraphics is in fact referred to the Provider: in this case, the anagraphics may appear at the bottom page of the generated document in order to show the current Customer who created the deliverable.
In case only one Client is created, this is assumed to be a Provider (someone who is going to make "internal documentation" on behalf of itself).
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