Required Privileges
Privilege | Description |
Edit Workspace Details | Allows users to edit the configuration and settings of an existing Project. |
How Do I Edit a Project?
Select the required Project.
Navigate to the Projects tab.
Depending on the current view, access the Project settings using one of the following methods:
In List View:
In Thumbnail View:
TIP: To learn more about List View and Thumbnail View, including how to switch between the two views, see Project Navigation.
The Edit Project pop-up will appear.
Switch between the available tabs and update the required information.
TIP: For more information on each tab and the information it contains, see Available Tabs in the Edit Project Pop-Up.
Click Save.
Available Tabs in the Edit Project Pop-Up
Tab | Description |
Basic Information | Allows to update the Project's basic details. NOTE: The following fields cannot be changed after the Project is created:
TIP: For detailed information on each field, check Create Project Field Description. |
Inheritance Option (only available for projects created from a project template) | Allows users to remove inherited workspace objects from projects created using a project template.
For detailed information, check Edit a Project - Inheritance Option. TIP: If the same configuration is required across multiple projects, update the project template instead of modifying each project individually. This helps maintain consistency across all projects created from the template. |
Additional Information | Allows users to update additional project information such as:
TIP: For detailed information on each field, check Add a Project - Additional Information. |
Project Settings | Allows users to configure project-specific settings. NOTE: Once enabled, the following Project Settings cannot be disabled:
TIP: For detailed information on each field, check Add a Project- Project Settings. |
Email Notifications | Allows users to update project email notification settings. TIP: For detailed information on each field, check Add a Project - Email Notifications. |
Working Calendar | Allows users to configure working days and project holidays. TIP: For detailed information, check Add a Project - Working Calendar. |
Check: FAQs
Related Articles: Add a Project, Edit a Project Template







