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To edit a project:
- Go to the project you want to edit.Click on the projects actions
and select Edit. An Edit Project pop-up opensand click on Edit button on top. - Edit the required project attributes under the different tabs.
- Click Save. The slide panel is refreshed to show the new changes.
For more information on project attributes, click here.
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If you do not see the Billing tab on the Edit project window, it means that you do not have 'View Financials' privileges. |
Bulk Edit
Celoxis allows you to modify the following attributes of a project under bulk options.
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You need to select the checkbox besides the option to set the new value. You can check multiple options at one time.
- Start
- State
- Manager
- Client
- Work Calendar
- Workspace
- Priority
- Custom Fields (except of type 'Multi-select Text Area').