Customers and Projects Configuration
This new feature, implemented in January 2026, allows you to provide further details about your Requesters (internal or external customers) and their projects.
It is used to associated priorities of your customer projects, dedicate a specific group of persons, limit their assignment to the project through FTE number / month or week, assign a point of contact...
The following set of information allows you to provide further details for the scheduling of the tasks associated to that customer / project
The information that can be associated includes:
- Customer Name / ID
- Project Name / ID
- Priority
- List of employees who may be assigned exclusively to a customer
- Number of FTEs that may be assigned to a customer
- Control of the number of FTEs per month or week that may be assigned to a customer
- Supervisor who can be contacted as the point of contact for a customer´project
As of today, the configuration should be done through the Customer Configuration Template_2026 excel file which will be uploaded by Optima.
Please note that your Custom Request Form will need to be reviewed to ensure that your Customer ID and Project ID are provided.
HOW TO FILL UP THE CUSTOMER CONFIGURATION TEMPLATE
The Excel file template contains four worksheets, which should be completed in the specified order to provide the information accurately and ensure successful upload.
1) NEW CUSTOMERS WORKSHEET
ITEM | DESCRIPTION |
CUSTOMER NAME | Free text for your to provide your customer name |
CUSTOMER ID | Free text for you to provide your customer ID |
PRIORITY | Indicate if this customer should be treated with high priority vs others |
FTE | Indicate when applicable if this customer has a given number FTE assigned |
FTE TIME RANGE | linked to FTE number to indicate of this number is to considered in a weekly or monthly manner |
2) PROJECTS WORKSHEET
ITEM | DESCRIPTION |
| CUSTOMER NAME | Refer to the Name provided above |
| PROJECT ID | Free text for you to provide your project ID Create one line per project if there are more than one per Customer |
| PROJECT PRIORITY | Indicate if this project should be treated with high priority vs others |
| POINT OF CONTACT | Indicate employee name when applicable if this project has a point of contact for analysts, reviewers to refer to. |
3) DEDICATED EMPLOYEES
ITEM | DESCRIPTION |
| CUSTOMER NAME | Free text for your to provide your customer name |
| EMPLOYEE NAME | Free text for you to provide your customer ID |
4) DEDICATED INSTRUMENTS
ITEM | DESCRIPTION |
| CUSTOMER NAME | Free text for your to provide your customer name |
| INSTRUMENT NAME | Free text for you to provide your customer ID |
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