Account management

Account Management

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Projetex 7.0 features account-based project management system. Account manager (or AM) can be assigned not to a client, but to a client's account. This implies the following:

•	multiple accounts can be created for a client

•	multiple account managers can be assigned to an account

•	each project can only belong to one account

•	In terms of organization and project hierarchy accounts group an number of projects, while accounts themselves are being grouped by clients:

acc_man_scheme

Each new client has single default account (Main). So, unless any new accounts are created, an account manager is assigned a client (like it was in Projetex 2005 and Projetex 2006), in other words one client equals one account. Thus in this case the term account implies certain client and all their projects. The only difference is that in Projetex 7.0 multiple account managers can be assigned to a client account.

However, in case the project flow of a client is strong, it might be reasonable to split the projects of this client into a number of accounts, each of which can be assigned to a different account manager (or a number of account managers). This should help to optimize workload balance between account managers.