Manage Projects
You can verify the Project properties, make changes as necessary, update status, or activate as necessary. It is recommended that you keep the company progress information up to date to reflect the ongoing status and progress of the project.
You can also modify project information in a Project Template and then update one or more existing projects by "pushing" the information from the template to the projects.
To open a project
- Go to the Company Workspace tab and switch to Admin mode.
- Click Company Sponsored Projects in the left Navigator. Select a project name from the project log and click Open. The Project home page opens.
To edit an existing project
- Open the project's home page and switch to Admin mode.
- Click the Open button. The Project window opens.
- Modify the project information as necessary on the tabs. You can modify any of the project properties any time during the project duration, except for the project currency. Once a project is set up, the project currency is locked.
- Click OK to save your changes and exit the Project window.
Note: The tabs contain the same fields as the Template window.
Last Published Friday, February 2, 2024