Changing a Client company on a project

If you'd like to change the Client company you're working with at any point, go to "Set up people", scroll down, and look for the "Change the client on this project" link at the bottom:

Screenshot of a Client company section with a purple arrow pointing at the

Changing the Client on a project won’t affect the Client people you’ve already added, it only changes the Client company labels throughout the project.

Type the new Client name in, hit Enter, and save your changes:

Screenshot of the