Update the project details from Project Workspace

Update the details of a project to reflect the updates or changed priorities using the details page from Project Workspace.

Before you begin

Role required: it_project_manager

About this task

You can edit the Project, project dates, business case, financials, score, notes, and preferences for a project. Use the related tabs on the details page to view and edit the Project tasks, Sub-projects, Requirements, Resource Plans, Cost Plans, Monetary, and others.

Procedure

1. Open a project from the home page of Project Workspace.
   For information, see Access the new Project Workspace.
2. Open the details page of the project by selecting Details from the list.
3. Edit the fields that you want to update.

   In the Project Workspace, you can add stakeholders, extend or confirm a resource plan, and add new resource allocations daily. You can also view the status report of the program and save the project as a template with the Save as New Template option.

   From the Project Workspace, you can create an Agile phase or a Test phase. You can also create stories or add existing ones to the project, as well as add new epics.

   You can refine project description using the write planning item skill if you have Now assist for SPM application installed.

4. Select Save.
   You can view the project or project task details from the side panel. Select Open task in the new tab () icon to open the project in a new tab. You can use the Full Details page to add work notes, attachments, and view related lists of a project or task.