Use the Projects > Details page to review and edit project details, and to specify certain default settings used when you create a new project.
Choose a project to work with on the Details page
You can work with any open project on the Details page; however, you can only work with one project at any given time. When you open multiple projects in the Projects section, all open projects you have rights to access are listed in the Select Project box, which is located at the top right of the page.
To work with a project, choose an open project from the list. Any action you perform, and all data that appears on the page, applies to the selected project only.
Note: The Select Project field does not appear when only one project is open in the Projects section.
On the Details page, you can
- View and edit project general information, such as responsible manager,
original budget, and total activities.
- View and edit spending and benefit plans, and ROI calculations.
- Add project notebooks topics and view, edit, and delete project notebook
descriptions.
- Assign, view, and edit funding sources.
- Assign project codes.
- Choose default settings that will be applied to new activities and new assignments in the project. For example: duration type, percent complete type, and default price/unit. Also, view the summary level setting and the date on which the summarizer was last run for the project, and specify the baseline to use for earned value calculations.
- Add and edit project user defined fields
The Details page contains the following links:
Tip: You can choose the detail sections you want to display on the Project Details page. See Project Preferences for more information.