Project Portfolio Management – Manage Project Setup

In this post, we will show how to Manage Project Setup

  • Open Project Management from the Projects icon on the Home Page.

  • Open Project from the Tasks Menu (or from your list of projects).

  • Open Manage Financial Project Settings from the Tasks Menu.

  • Choose the “Edit” button to edit the project section.

  • Edit Basic Information such as Project Name, Project Organization, Description, Project Status, and Service Type

  • Click Save and Close
  • Choose the “Parties” tab to edit Project Team Members and Customers 

  • Choose “Done” to close.
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