Settings and activity
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Kristie
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1 voteKristie
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There is a method to segregate projects by client by using a specific name or better yet, a client ID #. If you use an ID#, then even if you show the dashboard on a conference call, the client on the call cannot identify the other clients.
I use a method that combines 3 attributes - client account # - Project # - Invoice number. The full sequence looks like 1100-02-01. Client 1100 = a specific client. 02 = a specific project/SOW. 01 = the first invoice billed to that client for that project. This method replicated into TeamGantt with their role based security gives me a strong dashboard where I can view without accidental disclosure.