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Edit Project Charter Documents

The properties page is the default page that displays when you open this document. The fields on the page are defined in the General section when you first created the document. Additional fields are also displayed that you require completing before you submit the document for approval.

The fields for the other sections of the document are displayed on separate pages, which you can access from the properties menu. You can edit many of the fields displayed on the pages. Some, though, are display only.

Follow these steps:

  1. Open the project.

    The properties page appears.

  2. Open the project charter document.

    The project charter properties page appears.

  3. Edit the following fields in the General section, and save:
    Name

    Defines the name of this project charter. Once you submit the document for review, this field is display only. In management views, the title is the name of the project charter and is the project link. On the project dashboard page, the document name represents the project charter and is a link to the project charter.

    Limit: 80 characters

    Designated Project Manager

    Defines the name of the resource designated as the manager for this project. Click the Browse icon to select a project manager.

    Default: The name of the project manager

    Submit for Review

    Specifies to submit this PMBOK Guide project document for review. Select the check box to submit the document for review.

    Default: Cleared