Edit a project

When you have the right permissions, you can modify a project to reflect any changes.

Modify an existing project

Use the following steps to make changes to a project. For more information on the fields on the Project information tabs, see see Field descriptions: Project information.

  1. Go to Projects > All > Projects.
  2. Find the project in the list and select the Project name link.
  3. Select Edit in the top menu bar and modify the necessary Project fields in the following sections:
    • Project info
    • Dimensions
    • Contacts
    • People
  4. Select the Additional info tab and modify the necessary fields in the following sections:
    • Tax settings
    • Progress
    • Billing
    • Documents
    • Business rules
  5. Select the Resources and billing tab and modify the necessary fields in the following sections:
    • Resource search
    • Resource schedules
    • Billing control
  6. Select the Project summary tab and modify the necessary fields in the following sections:
    • Financial summary
    • Project projections
    • Hours
    • Employee, Accounts Payable, purchase order expenses
  7. Select the Tasks tab and do the following as necessary:
    • Add tasks to the list.
    • Edit tasks in the list.
  8. Select Save in the top menu bar.