Working with Projects (As of 2019 R1)

The interface for creating and editing a Project has been revamped with an upgraded look and a new navigation as of 2019 R1.

Project information is broken down in four major sections, Settings and Security, Financial and Integration, each of which are further broken down into components. When editing a project, the Details of the project is the first component to display showing the General and the Options tabs along with any available UDF tabs.

From the collapsible left hand side navigation you can access:

• The Settings section with Details, Phases, and Business Unit components
• The Security section with Groups, Users, Security Profiles and Scope components
• The Financial section with Pay Codes, Accounting, WIP Policy and Recognition Schedule components
• The Integration section with Integration component.

The articles within this section listed below will guide you through the process of setting up projects and using the updated interface.