Edit a project

Edit a project to update any of its details, for example to move it from Planning to Active or to record a new project manager.

Before you start

• You need the Projects: Read permission. The edit controls are shown to everyone who can see projects. Ask an administrator if you do not see Projects in the sidebar.

Steps

1. In the sidebar, open Projects and Sites and choose Projects.
2. In the Actions column, click the edit icon for the project. The Edit Project dialog reads Loading project… for a moment and then shows the current values.
3. Change any field, for example the Project Manager.
4. Open the Status list.
5. Choose the new status.
6. Click Save Changes.

Edit a project1 / 8

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1In the sidebar, open Projects and Sites.

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2Choose Projects.

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3In the Actions column, click the edit icon for the project.

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4Change any field, for example the Project Manager.

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5Open the Status list.

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6Choose the new status.

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7Click Save Changes.

8An Edits applied message appears and the list shows the new status.

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Watch this as a video (edit a project)

Tip

You can open the same dialog from the edit icon on a project card, or from the Edit project icon in the header of the project page. Save Changes stays disabled while a required field is empty.

What happens next

An Edits applied message appears, the dialog closes and the list and the project page show the new values. If you did not change anything, Save Changes closes the dialog without saving.

If the new name is already used by another project, the Project Name field shows A project with name ‘[name]’ already exists. Any other problem shows Couldn’t save project. Please try again. and the dialog stays open. A project that has no status yet opens with an empty Status field; choose one before saving. If you close the dialog with unsaved changes, Omni asks Discard unsaved changes?

Related

• Projects overview
• Add a project
• Delete a project
• Project fields and messages