Customer Relationship Management System

How do I manage separate Customers in Microsoft Project 2003?

I have Microsoft Project 2003, and own an Internet marketing company. I am struggling with how to manage where each Customer is currently at, task-wise at any given time period, like weekly or monthly. One customer may have been with us for a few months (therefore some specific tasks have already been completed), while a brand new customer is just starting specific new tasks. We have over 20 customers to date. How in Project do I enter different Customers/Companies with specific tasks assigned to each one? ie. CompanyA, CompanyB, etc. Ultimately, I'd like to view a weekly report showing each customer, and tasks that have been completed for each customer, and which tasks are still pending completion, to be completed that week. I'm sure I don't Create a New Project for each company name, with tasks assigned, correct? Otherwise, it would be extremely tedious opening separate project files to view each customer's tasks and their standing each week. Please help...so confusing.

Public Comments

1. A couple of assumptions: 1. Each customer would go through the same or very similar set of tasks 2. You would prefer to work with one Microsoft Project schedule as opposed to multiple files (and a Master plan) Here is what I would suggest. 1. Create a summary task for each customer 2. Under each summary task, insert the set of routine tasks 3. Set up each customer as a Resource on the Resource Sheet 4. Assign the proper customer to the corresponding set of tasks 5. To see who should be working on what, you can use the Filter for and select the proper date range. Be sure to maintain the % Complete column and keep dates in line with reality. For additional tips with Microsoft Project, try this link: http://www.pmconnection.com/modules.php?name=Web_Links&l_op=viewlink&cid=7