Customer Project Management domain separation

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • With Customer Project Management, you can create customer projects for customer accounts. Domain separation for customer projects is based on the account domain. New projects are created in the same domain as the associated customer account.

    Customer project child entities use the domain of the parent project. Child entities include:
    • Project tasks
    • Requirements
    • Project budget
    • Status reports
    • Risks
    • Issues
    • Decisions
    • Actions
    • Project change requests
    • Stakeholders
    • Project contacts
    • Expense lines
    • Time cards
    The project manager can add sub projects to a customer project if the sub projects belong to the following accounts:
    • Accounts in the same hierarchy as the main project account.
    • Accounts that have a relationship to the main project account.