Configure a Project

Configure a Project, including its name, to which Project Category it belongs, and its members.

Configure a Project

Permission Required

Your user account or group membership must have the "Projects: View Projects" permission to configure Projects unless your user account has the Make this user a Super Admin setting selected.

This permission is enabled by default for all user accounts. Note that you can only configure Projects in which you are a member or which you created. If you cannot configure your Projects, see the Projects permissions or ask your Administrator for assistance.

Follow these steps to configure a Project:

1. View your Projects. The Projects page displays.

2. Click the ellipses icon, and then select the Configure option for the Project to configure. The Configure Project screen displays.

   

   Configure Project screen
3. Edit any of the following settings as necessary:

   • In the Name setting, enter the unique name for the Project. Project names must be unique in your organization, and can only use apostrophe characters (') and spaces. This is a required setting.

   • From the Category drop-down menu, select one or more Project Categories to associate with this Project. In doing so, Project Categories may be sorted from the Projects page. To remove a Project Category that is currently selected, click theicon for that selection or press Enter when the drop-down is visible. This is a required setting.
   • From the Members drop-down menu, select which user(s) or groups to invite to this Project. When inviting a group, all members of that group are invited to that Project.

4. Click Update.

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