Project Record

The project record stores all the information about a project you need to track and manage, such as project status, type, start and end date, contact information, as well as any notes and actions you want to associate with the project.

Note: From a project record, you can delete the project and add alerts.

Detailed information about the project appears in the tiles on the record. You can open and close these tiles to view or hide the information. Each tile is described below.

To edit a project, access and open the project from the Projects list. From the project record, select Edit on the action bar and make your changes. For example, you might want to change the project description or department associated with the project.

To add an alert to a project, access and open the project from the Projects list. From the project record action bar, select Add an alert. For more information about alerts, see Alerts.

To delete a project, access and open the project from the Projects list. From the project record action bar, select Delete. Keep in mind, you cannot delete projects that have transaction activity or are in use by other records. You must also have security rights to delete a project.