Edit project details

Edit project details to keep information accurate, ensuring project tracking and reporting reflect the latest changes.

📝Overview

Purpose

Update project details to reflect changes in scope, schedule, or information
Ensure project records remin accurate and up-to-date for reporting and tracking

Who is this for

PMOs and leads responsible for maintaning project data
Admins or users with permission to manage project details

Pre‑requisites

Projects already existing in the Projects module
Knowledge of the updated project information

Permissions required

Manage access to the Projects module

📹Demo walkthrough

💭How‑to guide

Step 1: Locate the project

Use the Projects table to find the project you want to update or use Quick Search or scroll through the list

Step 2: Edit project information

Option 1 - Inline editing

Visible fields in the Projects table can be updated directly without opening the project details by clicking on a cell you want to edit, make your changes, and press Enter to save.

✍️ Note: Inline editing is convenient for quick updates but does not allow updating all fields. Use the full project details view for more changes (option 2)

Option 2 - Open project details panel

Click on the project name to open the detailed project view
In the 'Project details' tab, click on 'Edit Details' to display dialog box

Update any of fields applicable to the project and select 'Save' to apply changes