Project links

You can link companies with a project in the following roles:

Client  The client is the most important company to link to a project. If a project's work is done for your own organisation, use your own organisation as the client.

Delivery client  Specify a delivery client if the project is not delivered to Client but to another company.

Owner  The owner of a site or similar. Owner is only available in main projects. If a project's client is also the main project's owner, you don't need to link the client with the project. When a project doesn't have a client, Broker Site Manager automatically uses the main project's owner as the client in the project's tasks.

Partner  Not available in main projects. A company that participates in the project as a partner.

Subcontractor  A company that participates in the project as a subcontractor.

Supplier  A company that supplies materials to the project.

You can link people with a project in the following roles, and Mercus helpdesk can add more roles:

Project manager  The person who manages the project in your organisation. The project manager has equal permissions to edit the project's tasks as each task's responsible person, which means that they can edit all data in all of the project's tasks. When you create a project's tasks automatically, for example from a tender, the project manager becomes the responsible person of those tasks.

Project manager, client  The person who manages the project in the client organisation. When you add tasks to the project, the client's project manager automatically becomes the contact person of those tasks.

Projects automatically inherit roles from upper-level projects. For example, a project's project manager has project manager rights to all of the project's subprojects.

The project's team. The team's members and tools appear in the project's Gantt chart as resources.

The project's department.

A contract between an organisation and its client specifies what items and product structures the organisation can invoice from the client and at what price. Contracts consist of sales items, that is product structures or items that have an agreed price.

Tasks automatically inherit the contract of their project. You can use the contract's sales items in planning the task content and in invoicing the task.

A project's price list specifies prices for items and product structures that are not included in the project's contract.

The address where the project takes place.

The project's region.

Sometimes it makes sense to treat main projects of the type site as assets in Broker Site Manager, for example if you need to create maintenance tasks for them. In such situations, create a linked main project from an asset's page or link the asset to an existing main project.