How the link works
The link lives on the project, not on the client. You set it in the project’s Client field, either when you create the project or later in Settings → General. That means:- A client page has no “add project” button. You create the project, then pick the client.
- Changing a project’s client is one dropdown on the project.
- Removing a client from a project is choosing No client.
Where to see a client’s projects
Open Projects in the sidebar. Each row shows the project name with its client underneath. Use the search box to filter to one client by typing its name.
A project with no client shows no subtitle.
Assign a project to a client
1
Open the project
Click it in Projects.
2
Go to Settings → General
The Settings tab, then the General section.
3
Pick the client
Use the Client (optional) dropdown. No client clears the link.
4
Click Save changes
You see “Project updated.”
What changes when you move a project
Moving a project between clients is not just a label change.Example
Northwind Studio has four projects:
Bluebird Coffee has two projects under one client record, one currency and one set of payment terms. Reports can roll both up under Bluebird Coffee.
Later, Fenwick Legal is acquired by Harbor Logistics. Tom Whitfield opens Brand Refresh → Settings → General, changes Client to
Harbor Logistics and saves. Harbor’s portal contacts can now be given access to Brand Refresh; Fenwick’s cannot.
Projects with no client
Choose No client for internal work – a website rebuild for yourselves, an R&D spike, admin time.What you can see
Client reach follows project reach. If your role is scoped to your own projects, you see a client only while you can see at least one of their projects. Archive the last visible project and the client drops out of your list too. This is why a client and its projects can never disagree about who sees what. Read /projects/project-visibility for the full rule.Permissions
Common questions
Can I create a project directly from the client page?
Can I create a project directly from the client page?
Not today. Go to Projects → New project and pick the client there.
What happens to old invoices if I move a project?
What happens to old invoices if I move a project?
Nothing. An invoice records who it was billed to at the time it was issued. Moving the project does not rewrite history.
Can I archive a client that still has active projects?
Can I archive a client that still has active projects?
Yes. Archiving a client hides it from lists and pickers but leaves its projects, invoices and history untouched. The projects keep running.
What happens to projects if a client is permanently deleted?
What happens to projects if a client is permanently deleted?
The projects are kept but become unassigned – they lose their client link. A client with invoices cannot be permanently deleted at all.
Troubleshooting
Related guides
Projects overview
How the project list works.
Create a project
Pick the client at creation time.
Project settings
Where the Client field lives.
Project visibility
Why client reach follows project reach.
Client contacts
Sharing projects with the portal.