After creating a project, you may need to change project attributes or set project options. You may wish to update your Phase or make changes to any billing information. To do any of the above, you need to Edit your project.
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 opens. - Edit the required project attributes under the different tabs.
- Click Save.
For more information on project attributes, click here.
If you do not see the Billing tab on the Edit project window, it means that you do not have 'View Financials' privileges.