Client Projects Overview

A quick overview of client projects...

Last updated on 18 Feb, 2026

Client projects is where you will manage all activities regarding your client projects.

By default, when you click on Projects you will see the following, default Company Projects, grid:

As you can see, if you have multiple projects, they will all be listed.

To view project details, you can click on either the Company Project name or the View Project button. However, we want to look at client projects, so click on the Client Projects tab and you'll see all your client projects listed in a similar manner with a short overview of each:

View Assigned Projects

This article shows you how to view your assigned projects and to filter views by client and location.

Assign Employees to a Client Project

Let's add employees to an existing client project.

Add Project

This article walks you through the 6 steps for adding a project in CASSA including adding your general information, client, primary contact, employees, contractors, SWPS, etc.

Add Client

This article walks you through adding a new client.

Add Location

Here's how to add a location to your project.

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Assign Employees to a Company Project