CUSTOMERS & PROJECTS CONFIGURATION
This new feature enables you to provide additional details about your Requesters (internal or external customers) and their associated projects.
From the Configuration Menu:
It is used to:
- Assign priorities to your customers
- Assign priorities to their projects
- Dedicate a specific group of people
- Limit their dedication to the project according to contractual commitments with the customer, through FTE numbers per month or week
- Assign a point of contact per project for analysts to refer to
The following information allows you to provide further details for scheduling tasks associated with that customer or 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 or project manager, anyone who can be contacted as the point of contact for a customer’s project
HOW TO CONFIGURE YOURS CUSTOMERS
The page consists of two sections.
In the upper part, Customer List, you can configure your customers first.
Click on the Create button, enter your Customer Name and a Priority ( from 1 upwards as needed, with 1 being the highest priority)
Click on the SAVE button
Once the customer is created, click on the (+) icon to add your dedicated employees and same for instruments
Click on the SAVE button
Projects are then created and associated with the corresponding customer in the lower part, Projects List.
Click on the Create button, enter your Project Name, Location, Project Status* , Project Type* and a Priority ( from 1 upwards as needed, with 1 being the highest priority)
Click on the SAVE button
* Project Status and Project Types can be created in Settings/ Project Parameters
The (+) in Parameters should show your own custom parameters when used - contact customercare@optima.life to discuss this further HOW TO CONFIGURE YOURS PROJECTS
Select the customer by just clicking on the corresponding customer line
Then add new projects in the Projects List interactive grid
Assign the Project Status and the Project Type - in order to add more types see Settings/Project Types
The (+) in Parameters should show your own custom parameters when used. In this case there is already the possibility to add a Point of Contact to a project for analysts to know who to refer to. This Point of contact information can be added then to the Task code or Task Description
HOW TO USE THE MASTER DATA FILE
The initial configuration during implementation time can be done through the Customer Configuration Template_2026 excel file which will be uploaded by Optima.
Please note that your Custom Request Form needs to incorporate the information about your Customer ID and Project ID.
For further personal assistance, please contact customercare@optima.life or raise a ticket.
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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