Client Details
Record the client's contact information and your designer or firm identity for the active project. These details appear on client-facing reports and PDF exports. Open it from the Sections menu.
The project Client section stores client contact details and the designer or firm identity for that project. The same project client data is used by the corresponding Cost report settings, so it provides one consistent source for those details.
Open the project Client section
Open Client from the project section navigation. Check that the intended project is active before entering contact details.
Enter client contact information
Under Client contact, fill in Name, Address, Email and Phone. Each changed field commits when it loses focus. There is no separate Save button; leave the field before switching context so its edit is committed.
Enter the designer identity
Under Designer / firm, set Company name and Designer contact. These fields are stored per project. They are not a change to every account-wide company setting.
Check the output
Generate or refresh the intended report and inspect the identity it displays. Existing share packages contain frozen snapshots; changing Client fields does not rewrite content already shared. Use a new or refreshed deliverable when distributing revised details.