Follow the procedure given below to modify a project information:
Go to Project Dashboard screen, click the [More options] button of a project
The [More options] menu appears. This is shown in the screenshot below,
Click the [Settings] button on the menu.
The General settings screen of a project appears. On this screen user can edit the general information of the project.
Screenshot displaying the Edit Project fields is shown below,
Modify information of any field and then click on [Update] button to update the project header information.
Change project ownership:
The current owner of a project can change the ownership of the project by handing over the ownership to another user but that user will have to be an internal user (account user also called employee user) who has full access to the account. That user cannot be an external project collaborator (or a shared user with full access).
Go to Project Dashboard screen > click the [More options] button of a project (the project for which you want to change ownership) > Click [Settings] button > The General tab on the Settings popup appears.
- Click the
button (beside the current owner name) and then select the another user from the list of internal users (account or employee users) which appears after you click this button.
- Select a user and then click [Save] to change the owner.
Screenshot below displays the changed owner:
- Now, click [Update] to complete the ownership change.
Project information viewed by a shared user:
A shared user of a project cannot change any project info (cannot access project settings) but can view a project's information.
Go to Project Dashboard screen > click the [More options] button of a project (the project for which you want to view information) > Click [Project information] button.
The Project information screen will appear where the shared user can view various project info but cannot change any info.
Follow the procedure given below to delete a project along with all its information:
Go to Project Dashboard screen, click the [More options] button of a project
The [More options] menu appears. This is shown in the screenshot below,
Click the [Delete] button on the menu.
A confirmation box asking the user to confirm project deletion appears. This is shown in the screenshot below,
Click the [Yes] button to confirm project deletion.