Editing a project

SECURITY  Permission to view projects. Refer to Project security settings.

NAVIGATION  Left Navigation Menu > Projects > Search > Project > context menu > Edit Project

You can edit all general information except for the Organization field. Once a phase, task, or issue has been added to the schedule, you cannot edit the Start Date.

NOTE  The project start date is linked to the start date of the first item added to the schedule. For example, if you set your project's start date to November 1, you cannot set any phase, task, or issue start date earlier than November 1. And, if you set the start date of the first phase, task, or issue to a date later than November 1, the project start date will reset to that date. You cannot edit the project start date to set it back to November 1. You can edit the first schedule item and set the start date back to a date that is equal to or greater than November 1.

If you edit the project End Date, all issues, tasks, and phases must fall within the new time frame, or you will not be able to save the date change.

If you change the Project Type, it may impact billable items and time entries that are associated with the project.

You can and should edit the status to reflect the progress of the project. Any time you update the project Status or Status Detail, a new project note detailing the change is saved in the Project Notes view. The Status and Status Detail (when provided) are available for filtering and grouping in project searches and project reports.

In View mode, Department, Opportunity, and Contract fields are part of the General section. You can edit any field in this section. The following restrictions apply:

• Only contracts associated with the selected organization or its parent organization can be selected.
• A message will let you choose if you want to update the contract on all non-posted time entries. The selection applies to excluded roles, as well.
• If you change an associated fixed price or recurring service contract to another contract type, all non-posted billing items will now show on the invoice. You can edit the Show on invoice setting on the time entries.
• Only opportunities associated with the selected organization or its parent organization can be selected
• Any department can be selected

NOTE  The contract on the project can be different that the one on the associated tickets, and changes to the project's contract won't impact any associated tickets.

The Team Member fields display the current Project Lead and Internal and Client team members, if any. You can change only the project lead when you edit the project. To add or delete project team members, you must go to the team page for the project. Refer to The Project Team page.

You can change all settings. A change to the settings under Internal Location or When scheduling tasks/issues, exclude: may have an impact on phase, task, and issue dates.

You can edit all User-Defined Field values. When importing items into an existing project using a template, UDFs will not be updated.

The Estimated Revenue/Cost section appears on the New Project page, and when the project Summary page is in Edit mode. It does not appear when the Summary page is in View mode, but the estimates are available on specific Project Financial reports.

When you create or edit the project, you can enter your financial expectations for the project into the Revenue, Sales Cost, and General Expense % fields. The Original Estimate values serve as a baseline, and are compared to the current numbers you can enter into the Revenue and Costs fields for Labor and Project Charges. Totals, Profit and Margin % are automatically calculated.

In the Payments Received field, you will see the sum of all project payments entered on the Project Payments page. Refer to Tracking payments against projects.

NOTE  If Multi-currency is enabled, all revenue and cost fields are displayed in the internal currency.