Administrative Help

Editing Project Properties

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Administrators can edit the details of any workspace in PPM, including details like the workspace name and description, and which applications are available to workspace members. If required, you can specify a manager or change the workspace status.

Note: Workspace text fields do not support hyperlinks or other HTML formatting. Examples of text fields are Name and Description.

To edit Workspace Details:

  1. On the Administration Home page, under Workspaces, click Workspace List.
    A list of workspaces displays.
  2. For the workspace you want to edit, click the Action icon and Edit Workspace.
    The Edit Workspace page displays.
  3. Update Name or Description with any changes.
  4. To change the Status of the workspace (active or archived) select Archived (if active) or Active (if archived).
    Note: Archiving a workspace impacts the workspace and its information. For more information, see Archiving a Workspace.
  5. To change the time period the workspace is active, type a new Planned Start or Planned Finish, or select dates from the pop-up calendar.
    Note: You cannot edit Planned Start and Planned Finish for workspaces that are designated as Ongoing in their workspace type.
  6. Select a new Priority if appropriate.
  7. Select a new Manager if necessary.
    Note: For more information, see Assigning a Manager in a Workspace.
  8. Type an updated Budget if this has changed.
  9. Add or remove applications by selecting or clearing the boxes next to each application name.
    Important: When you remove an application from a workspace, all data related to that application in that workspace is deleted and cannot be recovered.
  10. Click Save to save your edits.