Pre-requisites:
Role privilege as mentioned below, on the project that is to be edited:
To edit the project, the 'Edit Workspace Details' privilege must be assigned to your role.
Below are the steps to follow while editing an existing project:
1. Navigate to the 'Projects' tab. In the thumb view, hover your mouse on the project thumbnail and click the icon.
A layered screen appears showing related options. Click the 'Project' option with the edit icon to edit the selected project.
Alternately, right-click the project record in the list view and select 'Edit Project Information'.
2. The 'Edit Project' screen appears.
The 'Edit Project' screen has below tabs:
Basic Information - To edit basic information about the project. While editing a project, you cannot change the client name, geography, or viewer under the 'Basic Information' section.
Inheritance Option (In case of projects cloned from project templates) - To remove inheritance of workspace objects.
In case you have multiple projects cloned from a project template, and when you need to change project configuration on some or all of those projects, it is advisable to follow the following guidelines:
Suppose a change in folder configuration is specifically required on a project. In that case, you can create a new folder with the configuration needed for that project.
Suppose a similar configuration is required for the other projects. In that case, it is best to communicate the general configuration to the relevant project manager and update it directly on related project templates so that all projects can benefit from it.
Additional Information - To edit additional information on the project.
Project Settings - To edit the project settings as required. Once enabled under the 'Project Settings' section, you cannot change the configuration for 'Enable Object level visibility of private information' and/or 'Enable Comment Review' while editing a project.
Email Notifications - To edit the notification email details as required.
Working Calendar - To edit the project's working days and/or holidays as required.
Check: FAQs
Related Articles: Add a Project, Edit a Project Template
Next Article: Edit a Project - Inheritance Option