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For example, most projects have a single customer who is the main client on the project; you can define a relationship with a name such as Primary to indicate the major client on a project.

Contact types specify how the contacts of a particular customer are involved with a project. You can use project contacts to direct certain pieces of correspondence, such as invoices, to the appropriate customer contact.

For example, if your client identifies a specific employee as the technical resource for questions about that client's project, you can classify that employee using a contact type. First, you create a contact type with a name such as Technical. Later, when you define a project or modify your definition of that project, you assign the Technical contact type to the appropriate customer contact.

Defining Project Customer Relationships

   To define project customer relationships:

1. In the Project Customer Relationships window, enter the Name and Description of the project relationship you want to define.

2. Save your work.

See Also

Project Contact Types Listing

Project Customer Relationships Listing

Fremont Corporation distinguishes between the major client of a project and collateral clients who have less involvement than the major client. Fremont also distinguishes between major and collateral clients who help pay for a project, or who do not pay at all.
Name	Description
Primary	Client is contributing majority of payment
Secondary	Client is contributing partial payment
Non-Paying	Client is involved with project, but is contributing no payment

Defining contact types

Oracle Projects predefines two contact types:

• Billing

• Shipping

   To define contact types:

1. In the Contact Types window, enter the Name and Description of the contact type you want to define.

2. Save your work.

See Also

Fremont Corporation's client management policies call for directing all correspondence to the appropriate customer contact in a client's organization.
To implement these policies, Fremont Corporation uses the predefined contact types and defines the following ones:
Name	Description
Technical	Acts as technical resource for the project
Contract	Administers the contract