Projects - Info View

The Project Info tab provides access to view and edit key Project details. If the Info tab is not visible, click + View button to show it.

Appropriate permissions are required to perform this action.

Learn more about customize views

Learn more about default Project views

Project Details Overview

This section provides access to view and edit key project details, beginning with the Portfolio name, Project name, and a descriptive Overview. It also includes fields for specifying the Client and Project Number to support easier tracking and reference.

Additional project management options are available, including the ability to adjust the Department, Region, Office, and Currency associated with the Project.

How to Add Tags to Projects

1. Navigate to the Project > Info tab. Click Enter Tag.

   

2. Type the desired tag name for the Project. Click Done to save the tag.

   

3. Once added, the tag will appear alongside a delete icon, allowing for quick removal if needed.

   

How to Change Project Currency on Project Info page?

1. Click the Currency field.

   

2. Select the desired currency from the list.

   

   Only Team Currencies are available for selection. If a required currency is not listed, it can be added by an Admin via Org Settings > Standards > Rates. Admins may also use the Edit Standard Currencies button to quickly access the page.
   

3. After selecting the currency, choose the Rate Type to be used for calculating project time costs:

   • Member Rates

   • Role Rate Group

   • Work Category Rate Group

     

4. Once a Rate Type is selected, choose the specific Rate Group associated with the selected currency.

   

5. The currency will update on the project.