Editing Basic Information for a Project

Edit

For a description of the view-only fields, see Project Properties Page.

Depending on the states of the tasks in the project, you may be able to change the Project Status and Estimated Start and Finish Dates using the schedule. See Editing the Task Schedule.

Type. The project type for this project. Click to change the type. The type selected determines the policies made available in the Policy field and corresponding attributes on the page. The type chooser is available only when there is more than one type.

Name. The name of the project or project concept. Limited to 127 alphanumeric characters.

Policy. The policy that governs the project or project concept lifecycle. To change the policy, select one from the list.

Project Owner. The person with primary responsibility for the project. The creator is automatically assigned as the owner but then the creator can reassign ownership to any other user in any company that shares vaults with the creator's company. A user with Change Owner access on a project is able to change the owner of a project. Click to change the owner. When the project owner changes, the following project-related items are transferred to the new owner: tasks, bookmark URLs, meetings, risks and RPNs, issues, bookmarks, quality and metrics, project financials, resource requests, and route tasks.

Description. A brief description of the project. Must be alphanumeric characters.

Business Unit. The business unit the project or project concept should be assigned to. To change the business unit, click . To remove the assigned business unit, click Remove.

Program. The programs the project or project concept belongs to. To specify one or more programs, click . To remove the assigned programs, click Remove.

Schedule From. Select an option from the list menu. You can only change this value if the project is in the Create or Assign state and you are a Project Lead or the project Owner.

• Project Start Date. Schedule the project based on when you start.
• Project Finish Date. Schedule the project based on when it must be finished.

You cannot change the Project Date (which represents either the start or finish date based on the selection for this field) on this page. See Editing the Task Schedule.

Default Constraint. The default constraint type for project tasks. If this is set to "As Soon As Possible" the constraint type for tasks defaults to "As Soon As Possible." Otherwise, the default constraint for tasks is "As Late As Possible."

Calendar. You can add or remove or "set as default" a calendar for a project in the Create or Assign state. You can change the default calendar in the Create and Assign state of a project. Only one calendar can be the default, which is used to schedule the project.