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.