Edit project form

This popup form can be accessed via the project view page edit button in the top header area, as shown in Figure 1. Alternatively you can access the edit popup form via the actions column menu of the Programmes & Projects tab of the parent asset view page (e.g. organisation or programme), as shown in Figure 2.

Figure 1 – Access via edit button

 Figure 2 – Access via programmes & projects tab

This popup is shown in Figure 3 and is used to edit an existing project.

Figure 3 – Edit project form

^*The name field is mandatory, if you accidentally try to edit this project’s name to have the same name as an existing project for your programme then you will get a warning message.

Section breakdown

The following information provides a breakdown of each of the section views that may be available for you to set the project’s details under each section.

Details

Figure 4 – Project details section view

The details for a project can be edited by scrolling to the section indicated in Figure 4 above. Each of the fields available to be customised in this section view are described in the following table:

Reference:	You can edit the reference number for your project here. If you enter a prefix and end it with one or more zeros, e.g. P_00, then you can click on the “Find next reference” button to search for the next available reference number with the same prefix and number of digits.
Description:	You can add or edit the short description of your project here.
Project type:	Select or change the project type from this drop-down list.
(New project type):	If you have selected the “Add a new defect type” option in the Project type field above, then this field will be visible. Use this field to enter a new project type for this project.
Project code:	You can add or edit the code for your project here. The project code will be prefixed to the reference fields for certain asset types, for example risks.
Purchase order number:	You can add or edit the purchase order number for your project here if it applies.
Default GL number:	This general ledger number will be used as the default when adding new tasks to the project.
Start date:	You manually enter or change the date or use calendar control to set a new start date for the project in this field. The start date will be used as the start month for budgets.
Go live date:	You manually enter or change the date or use calendar control to set a new estimated go live date for the project in this field.
End date:	You manually enter or change the date or use calendar control to set a new estimated end date for the project in this field.
Budget intervals:	Use this field to set or change the number of budget months you want to include for this project.
RAG Status:	Use this drop-down list to set or change the Red/Amber/Green status for this project.
Manager:	Use this drop-down list to select or change the manager for this project.
Owner:	Use this drop-down list to select or change the owner for this project.
Sponsor:	Use this drop-down list to select or change the sponsor for this project.
Approved:	Select this check box to indicate that this project has been approved.
Archived:	Select this check box to indicate that you want this project to be archived.
Workflow:	Select or change the applicable workflow for this project. You can define your own workflows if you do not want to use the system default workflow.

Portfolios

Figure 5 – Portfolios section view

This section will only be visible if you have the necessary permissions and there are any portfolios defined for your organisation, assigned to projects. Use this section to select or change the portfolios that this project belongs to from the list. You may select multiple portfolios by holding the CTRL or SHIFT keys and clicking on the name of the additional portfolio(s). To de-select, click on the highlighted name while still holding the CTRL or SHIFT keys so as not to lose all other selected portfolios.

Indicators

Figure 6 – Indicator section view

This section will only be visible if you have the necessary permissions and there are any indicators defined for your organisation, assigned to projects. You can select or change the value for each of the indicators by selecting from the drop-down lists of each available indicator. If you hover over an option in these drop-down lists, you will be provided with a short description of the indicator value.

Defect maps

Figure 7 – Defect maps section view

This section will only be available if you have the necessary permissions.

From here, you can add a comma separated list of defect types, modules, versions and builds that will be available to any defects added to this project.

Once you are happy with your entries click the “Update project” button at the bottom of the form. This will update the project with the details that you supplied. Click the “Cancel” button if you want to discard your changes.