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XTM Cloud 26.5

Customer Editor – Subject matter factors

In the Subject matter factors tab, Project Managers can customize the list of subject matters accessible when creating a project for a customer. By adjusting the relevant factor, they are able to alter the price estimate and project duration that is automatically calculated by XTM Cloud.

Procedure. To access the Customer list > paperclip-solid.svg Subject matter factors tab:
  1. Select the Customers > Customer list tab.

  2. Select the required customer in the Customer list screen.

    Result: the Customer list > Edit view is opened for the selected customer.

  3. From the left-hand side panel, select paperclip-solid.svg Subject matter factors.

    Result: the Customer list > Subject matter factors settings are displayed.