Edit Project Details

Edit Project Details

Overview

This section describes how to edit the details of an existing project, including the project name and description.

Navigation: Home > Projects > Edit > Details

Step 1 – Start Editing Mode

  • You have two options to open the Edit Project screen:
    • Option 1: Select the Edit icon from the context menu on the Project card.
    • Option 2: Select the Edit button drop-down on the Project Details screen.

Option 1

Option 2

  • The Edit Project screen appears. It displays the following sections:
    • Details
    • Logo
    • Network
    • Team Member

Step 2 – Modify Project Details

  • Select the Details band.

  • The Details screen opens in edit mode with the following pre-populated fields:
    • Project Name: Edit the project name in this field.
    • Project Description: Edit the project description in this field.
  • After editing, the Save button becomes active. Select Save to save your changes.
  • To discard changes, click anywhere on the breadcrumb. A confirmation dialog appears.

  • If you exit without saving, a confirmation dialog appears.
  • Select Yes to discard the changes.
  • Select No to return to the screen and save your changes.

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