Editing the project request information

After a Project has been created, you can edit the basic information, such as the name of the project, date by which the Project is needed, the importance, and the description. You can also change the state of a project to reflect the overall activity and commitment level of a Project.

You can edit the template on which the project lifecycle is based to include additional phases and tasks. You can change the names and description of the phases and tasks. You can also reorder the tasks listed in the template. When you apply changes in a template to existing projects, the tasks and phases that are already complete are not modified. Similarly, the software does not update any projects that are marked as cancelled or completed.

To edit the project request information

1. Display the Project Details screen by clicking the Project name on any screen on which it appears, including the Home page (if the Project is one of your selected Key Projects) and the Projects screen.
2. Click the Project Overview tab.
    The Project Overview window is displayed.
3. In the Project Overview window, click Edit.
    The Edit Project Overview window is displayed. It contains the same fields as the New Project Request window.
4. Edit the information in any available field.
    For descriptive information about the fields, see Creating-new-projects.
5. To change the state of the Project, select from the State drop-down list.
    For an explanation of this field, see Changing-the-state-of-a-project.
6. Click the Save and Done or Save and New button.