Managing Projects › Project Properties › Edit General Properties (Project)

Edit General Properties (Project)

You can edit the general properties of any project to which you have access. Generally, if you are a project's creator or manager, you have full access to the project.

The Project: Properties: Main - General page is the default page that displays when you open a project. It displays all of the fields that you defined when you created the project using the Create Project page, as well as additional fields you can complete and links you can use. You can edit many of the fields displayed on this page.

To edit the project's general properties

1. Open the project to which you want to edit general property data.

   The Project: Properties: Main - General page appears.

2. In the General section, complete following fields:

   Project Name

   Defines the unique name for the project.

   Limits: 80 characters

   Project ID

   Defines the unique identifier for the project.

   Limits: 20 characters

   Description

   Defines the project's description.

   Limits: 240 characters.

   Manager

   Defaults to the name of the user who create the project. Click the Browse icon to select another user.

   Page Layout

   Defines the page layout you want to use to view project or program data.

   Values:

   • Program Layout. Use this layout to view budget data on the Project Dashboard page.
   • Project Default Layout. Use this layout to view the default labor and team utilization charts on the Project Dashboard page.
   • Program Status Dashboard. This layout is only available if you have installed the PMO Accelerator add-in.

     Note: See the PMO Accelerator Product Guide for more information.

   • Project Status Dashboard. This layout is only available if you have installed the PMO Accelerator add-in.

     Note: See the PMO Accelerator Product Guide for more information.

   • PMBOK Project Layout. Use this layout to display the PMBOK Guide Accelerator add-in features. This layout is only available if you have installed the PMBOK Guide Accelerator add-in.
   • PRINCE2™ Project Layout. Use this layout to display the PRINCE2 Accelerator add-in features. This layout is only available if you have installed the CA Clarity PPM Accelerator for PRINCE2™ add-in.

   Risk

   Displays a stoplight that indicates the project's risk status, as defined by your selections on the Project: Properties: Main - Risk page and on the Project: Risks/Issues/Changes: Risks page.

   Values:

   • Green = Low Risk
   • Yellow = Medium Risk
   • Red = High Risk

   Goal

   Specifies the purpose or business case for the project.

   Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, and Maintain the Business.

   Default: None

   Alignment

   Displays a stoplight that indicates the project's alignment status.

   • Green = Aligned
   • Yellow = Alignment at risk
   • Red = Out of alignment

   Status

   Indicates the status of the project.

   Values: Approved, Unapproved, or Rejected

   Default: Unapproved

   Stage

   Defines the funnel that displays the number of investments in a particular process stage. This metric is used in portfolio management analysis.

   Click the Browse icon to select a company-defined stage for this project.

   Active

   Specifies whether the project is active. Activate the project for billing, and to let users view projects in portfolios and in any capacity planning portlet.

   Default: Selected

   Program

   Select this field if you want to convert the project to a program. For projects to be used as a program, they cannot contain tasks, staff member assignments, nor be financially enabled.

   Template

   Specifies whether or not you want to use the project as a template for other projects.

   Note: For projects to be used as templates, they cannot have time entries against it nor be financially enabled.

   Required

   Used during scenario generation, specifies whether or not this project should be pinned.

   Note: See the Portfolio Management User Guide for more information.

3. In the Organizational Breakdown Structure section, click the Browse icon next to the OBS you want to associate with this project for security, organizational, or reporting purposes. The Department OBS is used to associate the project with a department. It is listed last if multiple OBS's exist.

   Note: See the Common Features and Personal Options User Guide for more information.

4. Click Submit.

   Your changes are saved.

More information:

Project Properties

Scheduling Properties (Projects)

Risks (Project)

Budget Properties (Project)

Financial Processing (Project)

Access to this Project

Monitor Program Performance

Risks (Project)

Risks, Issues, and Change Requests

Financial Processing (Project)

Convert Projects into Programs