Add and Manage Project Properties

Through the Project Configuration page, the user is capable of managing the properties of a project. Properties are user-defined fields used to capture project information which otherwise could not be captured using any of the existing system-defined fields. Project properties are used to accommodate each organization's project classification and reporting needs.

To add a project property

1. At the upper-right side of the Project Home page, click Project Menu. A drop-down menu is displayed.
2. On the displayed menu, under Actions, click Configuration. The Project Configuration page is displayed.

3. On the Project Configuration page, under Properties, click the arrow next to Add. A drop-down menu is displayed.

4. From the displayed menu, click the property that needs to be added to the project properties. The selected property is displayed in the Properties panel.

Note: In case the required property is not displayed on the list, click Add Existing. A list of all the available properties is displayed. Select the check box next to the required property and click Save.

5. In the Name box, type a unique name for the property.
6. In the Description box, type a description that elaborates the property's value.
7. In the Default box, set the default value of the property.

Note: The Default section varies from one property to another.

Property Type	Default Section
Date	To set the default date for the property Click the calendar icon and select the required date.
Flag	To set the default value for the flag Click the arrow next to default and select Yes for making the flag property a default or No for not making the flag property a default.
Multiple Select	To set the value of the multiple select Under Values, under the Name column, type a unique name for the value. Click the Plus sign (+) to add another value. To make the displayed value a default, select the Default check box next to the value.
Number	To set the default value for the number In the default box, type the number.
Single Select	To set the value of the single select Under Values, under the Name column, type a unique name for the value. Click the Plus sign (+) to add another value. To make the displayed value a default, select the Default check box next to the value.
Text	To set the default value of the text property In the default box, type the value of the text property.

8. Click Save. A message is displayed at the upper right corner of the page indicating that the configuration has been saved successfully.

 

To edit a project property

1. At the upper-right side of the Project Home page, click Project Menu. A drop-down menu is displayed.
2. On the displayed menu, under Actions, click Configuration. The Project Configuration page is displayed.

3. Under Properties, click the Edit icon to edit the property required. A dialog box is displayed.

4. Edit the property as required.
5. Click Save.

 

To delete a project property

1. At the upper-right side of the Project Home page, click Project Menu. A drop-down menu is displayed.
2. On the displayed menu, under Actions, click Configuration. The Project Configuration page, is displayed.

3. Under Properties, click the Delete icon to delete the property required.

4. Click Save. A message is displayed at the upper right corner of the page indicating that the configuration has been saved successfully.

 

To reorder project properties

1. At the upper-right side of the Project Home page, click Project Menu. A drop-down menu is displayed.
2. On the displayed menu, under Actions, click Configuration. The Project Configuration page is displayed.

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3. On the Project Configuration page, under Properties, drag and drop the indicator in the required place using the Drag & Drop icon .

Tip: You may also use the move up and move down arrows to reorganize the Financial Indicators list.

4. Click Save. A message is displayed at the upper right corner of the page indicating that the configuration has been saved successfully.