Modify details such as the project state, type, or custom fields.

  1. From the top menu, select Workbench > Projects.
  2. Click the project entry.
  3. Perform any of these tasks:
    Modify the project name
    1. Hover over the application name at the top left and click the edit icon (  ) that appears.
    2. Enter the new name, then click Update Name.
    Modify the project state
    1. At the top right, click the ellipse icon (  ).
    2. Select Change State, then select the state.
    Modify the project type
    1. In the Project Overview area, hover over the project type, then click the edit icon (  ) that appears.
    2. Select a project type.
    3. Click Update Project.
    Modify project datesIn the Project Overview area, click the start or end date, then select a new date.
    Add a comment
    1. In the Recent Comments area, click the add icon (  ).
    2. If you want the comment to appear for this entity in the Track module, select Show comment in Track.
    3. Enter the comment, the click Post Comment.
    View all comments
    1. In the Recent Comments area, click the View All link.

      The page jumps to the Comments tab.

    2. (Optional) At the top right of the Comments tab, use the drop-down menu to sort comments by newest or oldest.
    Modify project details or custom fields
    1. Click the Project Details or Custom Fields tab.
    2. Click the edit icon (  ) for the field.
    3. For text fields, enter the text.
    4. For date fields, click the date entry or Select Date area, then select the date.
    5. Click Okay or the checkmark icon (  ).
    Associate an application with the project
    1. Click the Project Details tab.
    2. Click Add an Application or the application name.
    3. Select the application from the drop-down menu that appears.
    Add or remove displayed project metricsIn the Project Metrics tab, click the ellipse icon (  ), then select or deselect metrics.