To help you easily adapt to any changes during a Project, you can edit the details of your Project within the Project Details panel.
What Can I Edit in the Project Details Panel?
From the Project Details panel, you can edit the:
- Project Name
- Client Name
- Due Date
- Project Owner
- Description
- Project Type
- Export Theme
- Custom Project Fields
- Project Merge Variables
Note: If your Project was created from a Project Template, the Export Theme can’t be changed.
Access a Project's Details From the Project List Page
- Click Projects in the top navigation bar, and select Project List
- Click the Project Actions (⋯) icon beside the Project you want to edit
- Select Edit Details from the drop-down menu
- Continue to Edit Details in the Project Details Panel below
Access a Project's Details From Within a Project
- Click the Details icon (ⓘ / Keyboard shortcut: 5)
- Continue to Edit Details in the Project Details Panel below
Edit Details in the Project Details Panel
Tip: If the Project has been marked Complete, Stopped, Won, or Lost, the Project must be re-opened to make any changes. Read more: Re-Open a Project
- Hover over the text that needs to be updated until you see the pencil icon, then click to edit
- Make the necessary adjustments, then click on Save
Tip: Editing Project Due Dates? Read more here: How Do I Edit the Due Dates in a Project?