10.5 Editing a Project

You might need to modify dates, custom fields, and associations for a project as you configure the project and as the project matures.

NOTE:The Project Manager or Project Architect can modify project settings.

To edit a project:

  1. In the Web Interface toolbar, select Planning.

  2. Select the Projects tab.

  3. Double-click the project to open the Edit Project dialog, then view the project details.

    You can alternatively select the project, then click Edit.

  4. Modify the values as appropriate:

    • Name

    • Organization

    • (Optional) Description

    • Start Date

    • End Date

    • (Optional) Custom Field Names (Field 1 to Field 8)

  5. (Optional) View or modify Associations.

  6. (Optional) In the Status area of the Edit Project dialog, click Set to Completed, or click Reopen.

    Typically, you use this option only at the end of the project lifecycle to close the project, or to reopen a closed project.

  7. Click Save.

  8. Click Close.