Modifying Project Information on the Portfolio Page

Quick Access Icons

Hover over a Project row on the Portfolio Page to reveal icons for modifying Project information. Each icon provides direct access to commonly used settings:

• Favorite: Marks the Project as a favorite, placing it at the top of the Project Drawer for easier access.

• Notification Settings: Adjusts Project notification preferences to control alerts and updates.

  • Learn more about Project Notification Settings

• Project Info: Opens the Project Info Modal, where Project details can be viewed and updated.

  • Learn more about Project Info Modal

• Project Linking Icon: Indicates whether the Project is connected to an external integration.

  • Hover on the icon to see tooltip and Click Click to View integration button on the tooltip will take you to Org Settings > Integrations > Sync Log tab or Org Settings > Import tab if it's linked to CSV import. Only admins have access to these pages.