This article shows how to add and delete projects and edit project information.
Select Projects>Project Data as shown in the menu dropdown below:
You will be presented with the Project Data page:
You will be presented with the following dialog:
Note: If your administrator has “Show level on Project Add Dialog” checked in Administration > Server Settings, then you will see an extra field at the top, in which you can enter the project’s “parent level”: This is useful if you want to limit the Owner field to only show nodes below a certain level (if you have a deep Project OBS). Example is shown below:
For more on the Project Workspace, see Project Workspace Overview and its related articles.
Fields (columns or cells) on the Project Data page can be modified. Click on a cell you want to edit. If the field has a defined list of valid values, a drop down arrow appears in the cell. Click on the arrow to enter a valid value. If the field is not otherwise restricted (e.g. by access rights), simply enter a value..
Note: As mentioned above, you can also click on a project name and resulting arrow and update information in the form on the Project Info page.
Each edited field will have a small red marker on it to indicate a change.
After making all your changes click the Save icon in the upper right of the screen to save to the database.
You can lock the entry or modification of forecasts or actuals on a given project by using the Lock Actual and/or Lock Forecast fields. For more on the types of data locks available in ResourceFirst, see Data Locking in ResourceFirst.