Data Management Capabilities > Managing Projects and Programs > Project and Program Actions > Edit a Project
Edit a Project
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You cannot edit the project or program template, whether activities and deliverables are linked, or the execution control. However, you can edit other attributes. For more information, see About Context Templates, Plans, and Execution of Plans.
You can edit a project or program using either of the following methods:
• Navigate to Projects > Details or Programs > Details. Select Edit from the Actions menu.
• Navigate to the Projects or Programs table. Select Edit from the right-click actions menu.
From the Edit Project or Edit Program window, you can modify the following attributes:
Name
Enter a unique name for the project. This can be up to 200 characters.
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The Display > Validate Project/Program Name preference determines whether the following characters are allowed: / \ : * ? < > | " ,
By default, this preference is set to Yes, meaning that the characters are not allowed.
Description
Enter a brief description of the project. This can be up to 4,000 characters.
Owner
Identify the user who is responsible for the successful execution of a project. By default, this is the creator. You can later select a different owner from within the organization at the time of project creation or by editing the project. Adding a non-team member as the owner automatically adds that user to the team.
Phase
Select a phase to indicate the maturity of the project. The phase is purely informational and is not linked to any specific capabilities or access control features.
Private Access
Set the initial definition controlling who can view and access the project:
• Default—The default context.
• Project Members Only—The project can only be viewed and accessed by team members.
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This attribute is overridden if you later assign a shared team to the project.
If additional options appear, then administrators have created custom access levels specific to your organization.
Invitation Message
Enter any information you would like to provide when inviting team members to join the project. This can be up to 4,000 characters.
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You can also edit invitations from the Members table.
Number
An automatically generated number that uniquely identifies a project. You can modify this number to match the common practices of your company. For example, you might reference an organization number used in a financial reporting system.
Category
Select the business category that best describes this project. Categories can later be used when sorting or filtering a large number of projects.
Business Unit
Enter the name of the division or department that best describes the realm of this project, such as “Consumer Electronics Division” or “Sales.”
Site
Enter the specific city or office location from which the project is managed (if applicable).
Budget
Enter an exact or estimated monetary amount allotted to the project.
Scope
Enter a brief description of the scope of the project. This can be up to 4,000 characters. You can later link to specific scoping documents from the project Details page. Scope statements commonly specify:
• What is included in the effort?
• What is not included in the effort?
• What is the process for implementing changes to products or work that is included in the effort?
The following fields do not appear when editing a program. These fields are only available if you have Windchill PDMLink or Arbortext Content Manager installed alongside Windchill ProjectLink.
Sharing Filter
The sharing filter determines when a shared object is out of sync or a sync exception. Leave this field blank to use the default filter (the Latest configuration specification). You can later select a different sharing filter by editing the project attributes.
For more information, see Sharing Filters and Exchanging Data Between Contexts.
Synchronize Sharing
Select one of the following options:
• Scheduled synchronization—Allow automatic synchronization of shared objects.
• Manual synchronization only—Only allow manual synchronization of out-of-sync shared objects.
When using scheduled synchronization, shared objects are automatically synchronized each day at a time set by an administrator. For more information, see Synchronizing Shared Objects.
Synchronization User
Select a user for whom the scheduled synchronization is performed. This can be the project owner or a user who has been added to the Project Synchronization Users group.
The purpose of selecting a user is to determine which permissions are applied. Only objects to which the user has the required permissions are synchronized. Objects that are not included in the scheduled synchronization can still be manually updated by a user with appropriate access.
Select the following options:
• Allow sharing to other projects and programs
Data saved in the project is available to other projects and programs. For more information, see Sharing Between Projects.
• Identify out-of-sync shared objects
When applicable, the out-of-sync sharing indicator is visible in the Folder Contents table. A shared object is out of sync when the source object is changed and considered outdated per the sharing filter criteria. Objects can be shared to a project from other projects and programs, as well as from libraries and products. For more information, see Exchanging Data Between Contexts.
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