Edit a client
=============

.. index:: Edit a client

**Goal:** you change the description of an existing client and, if
needed, adjust the optional settings (the same tabs as when creating a
client, see :doc:`client_new`).

**Prerequisite:** you are logged in as administrator; the client already
exists.

Step by step
------------

1. Select **Administration > Clients**.
2. Click the button

   |image1|

   to edit the client description.
3. Click the **Save** button to save the information.

Check the result
-----------------

The changed information appears in the client list.

Further tabs (optional)
-------------------------

As when creating a client (see :doc:`client_new`), further tabs are
available:

**Project properties**

Here you set the presentation rule for settings, header/footer, and user
views.

|image1_0|

You define whether project settings such as

- units of time for duration and effort, etc.
- column arrangement in tables
- time scale representation

should be used as default settings for other projects or not. You can
also define the presentation of headers/footers and user views the same
way.

The following options are available:

- per project/portfolio. Each project/portfolio has its own settings.
- per user of the client. All projects/portfolios the user opens are displayed with the same settings.
- per client. This variant provides a consistent presentation of all projects/portfolios for all users of the company.

**iCalendar**

Here you define which information is passed on to Outlook.

|image2|

After double-clicking an appointment in the Outlook calendar

|image8|

this information is visible.

|image9|

**Retention periods**

Here you define when projects, project revisions, and resource pool
revisions marked for deletion should be permanently deleted.

|image3|

**Note**

- A folder is only permanently deleted once all projects it contains have been permanently deleted after the retention period.
- Permanently deleted projects/folders cannot be restored.
- Returning to a deleted revision (project/resource pool) is not possible.

**Project Import**

|image4|

**Timeline**

On the Timeline tab you define which project information is passed on to
the timeline.

|image5|

**Vacation planning**

Here you define how non-working days are synchronized between Rillsoft
Integration Server (Rillsoft Cloud) and, if applicable, Rillsoft Project.
If a project planner has already defined employees' non-working days in
the Rillsoft Project client itself, you can choose one of two variants
here:

- either add and combine the non-working days from the Rillsoft Project resource pool
- or discard the non-working days from the Rillsoft Project resource pool and only consider the non-working days from Rillsoft Integration Server (Rillsoft Cloud)

You can also define the general number of vacation days per year for the
company here.

|image6|

**Vacation Import**

|image7|

Related topics
--------------

- :doc:`client_new`
- :doc:`client_del`
- :doc:`02-task-oriented-help/manage-clients/index`

.. |image0| image:: ../images/id_client_edit_list.png
            :alt: Client list with the edit icon button
.. |image1| image:: ../images/client_edit.png
            :alt: Button for editing the client description
.. |image1_0| image:: ../images/client_project_setting.png
              :alt: "Project properties" tab of a client
.. |image2| image:: ../images/client_ical.png
            :alt: "iCalendar" tab of a client
.. |image3| image:: ../images/client_frist_save.png
            :alt: "Retention periods" tab of a client
.. |image4| image:: ../images/client_project_import.png
            :alt: "Project Import" tab of a client
.. |image5| image:: ../images/client_timeline.png
            :alt: "Timeline" tab of a client
.. |image6| image:: ../images/client_holiday.png
            :alt: "Vacation planning" tab of a client
.. |image7| image:: ../images/client_holiday_import.png
            :alt: "Vacation Import" tab of a client
.. |image8| image:: ../images/ical_doppelklick.png
            :alt: Double-clicking an appointment in the Outlook calendar
.. |image9| image:: ../images/ical_note.png
            :alt: Appointment information displayed in the Outlook calendar