You can record or revise project details from the Projects > Details page.
To record or revise project details
- Open the project or group of projects you want to work with in the Projects section.
- Click
on the Projects toolbar to display the Details page.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- Click the link to the type of detail information you want to record or revise, for example Codes or Settings.
- To add or revise data field values, make changes, then click Save.
The Details page enables you to record and revise a wide range of project information.
- General displays project information such as Start and Finish dates, responsible manager, original budget, risk level, and total activities.
- ROI displays project ROI calculations, based on spending and benefit plan information you provide.
- Notebook enables you to add notebook topics to a project and view and modify notebook topic descriptions.
- Funding enables you to assign funding sources to a project and specify the dollar amount and percentage of the fund that is allocated toward the project budget.
- Codes enable you to assign codes to a project. Project codes help you group and sort project data in ways that are meaningful to you.
- Settings enable you to specify default activity settings and determine the last summarized date and WBS summary level for the project.
- User Defined enables you to add user defined fields to a project and specify field values.