Display Project Basic Settings

Use the Project Settings option under the Jobs List submodule to display project basic settings.

To use the Jobs List submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To display a project's basic settings:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List.
  3. Highlight the job associated with the client of the project whose basic settings you want to display.
  4. Click Further options and select View project settings.
  5. In the Project Settings dialog box, click the Project Settings tab and click Sidebar .
  6. In the Project Basic Settings pane, you can view or edit the project's number, name, description, and if applicable, retainer settings.