Edit project/dept details
- Last UpdatedJan 02, 2024
- 2 minute read
The core details of a project/dept can be edited and maintained to keep up with any extensions to the project/dept schedule or the project budget etc. More details can also be added to the project/dept properties during the edit. Only the Project administrator can edit the project/dept properties.
To edit a project/dept:
-
Open the navigation bar. If necessary, click the Manage tab.
-
From the Admin menu, select Project/Dept Maintenance.
The Project/Dept Maintenance page is displayed.
-
Click the
icon for the project/dept you want to edit.
The Edit Project/Dept page is displayed.
-
Edit the project/dept details as required.
Note The Reference field is not editable if tenders or contracts are associated with the project/dept.
-
Edit the information as required in the relevant fields.
Note Fields marked with an asterisk
are required.
Field
Description
Reference
The reference for the project/dept.
This must be unique within the organization.
Name
The name of the project/dept.
This must be unique within the organization.
Country
The country of operation for the project/dept.
This is the default value for tenders/contracts created within this project/dept.
Currency
The default currency for the project/dept.
This is the default value for tenders/contracts created within this project/dept.
Project Budget
The value of the project budget.
Total AFE Cover
The value of the Authorized For Expenditure cover in the default currency.
Project Start Date
Click the
icon to enter the start date for the project.
Target End Date
Click the
icon to enter the project's planned end date.
Main Cost Code
The main cost code for the project/dept.
Project Manager
Select any team member as the project/dept manager.
Comments
Any additional comments relating to the project/dept.
Email Footer
The text which will appear at the bottom of any emails sent from the project/dept.
Note This overwrites any email footer text added at the Site Configuration or Business Unit Level.
Set as my preferred Project/Dept
Select to set the project/dept as preferred.
-
Click Save.
A confirmation message is displayed.