Edit projects

This is just a visual flag for you which allows you to prioritize your projects.

Depending on the Project Preferences selected by your Workfront administrator, the names of priorities might be different for you. For more information about editing priorities, see Create and customize priorities

Select between the following Condition Types:

• Manual: The project owner sets the condition on the project manually.
• Progress Status: Workfront automatically sets the condition based on the Progress Status of tasks on the Critical Path. For more information about understanding Progress Status, see Task Progress Status overview.

Your Workfront administrator or a group administrator selects the default for how the projects' condition is calculated for your system or your group. For information about setting project defaults, see Configure system-wide project preferences.

(Displays only after you select Manual for the Condition Type): Select a Condition to indicate how the project is going.

For information how project Conditions can be set automatically or manually, see Overview of Project Condition and Condition Type

Specify whether the project is scheduled from the Start Date, or from the Completion Date. This selection determines the planned dates of the tasks on the project.

• Start Date: The first task of the project has the same Planned Start Date as the project by default. For information about the task Planned Start Date, see Overview of the task Planned Start Date. The project timeline calculates from the Start Date and the Completion Date of the project is calculated by the system, based on the duration of all the tasks.
• Completion Date: The last task of the project has the same Planned Completion Date as the project. The project timeline calculates from the Completion Date and the Start Date of the project is calculated by the system, by subtracting the duration of all the tasks from the Completion Date of the project.

Your Workfront administrator or a group administrator selects the default Schedule Mode setting for your system or your group. For information about setting project defaults, see Configure system-wide project preferences.

Specify the date when you select Schedule From Start Date.

This is a read-only field when you select Schedule from Completion Date.

Specify the date when you select Schedule from Completion Date.

This is a read-only field when you select Schedule from Start Date.

Indicate a Portfolio that the project belongs to. You must create a Portfolio first, before it appears in the drop-down list. Only active portfolios can be associated with a project. For more information about creating portfolios, see Create a portfolio.

NOTE

You must have Manage permissions to the portfolio to be able to add or remove it to the project.

If you selected a Portfolio for the project, specify a Program for the project. Some Portfolios might not have Programs. You must create a Program first, before it appears in this drop-down list. Only active programs can be associated with a project.

For more information about creating programs, see Create a program.

NOTE

You must have Manage permissions to the program to be able to add or remove it to the project.

Specify the name of the group associated with the project.

This is a required field. You cannot have a project which is not associated with a group.

You can make sure you are selecting the right group by hovering over it and clicking the information icon that displays next to it. This displays a tooltip listing information about the group, such as the hierarchy of groups above it and its administrators.

By default, one of the following groups is automatically associated with a project when it is created, unless you specify a different group:

• When the project is created from the Projects area, the Home Group of the project creator is associated with the project.

  This is also true when the project is created from the Projects section in a portfolio or program.

• When the project is created from a group's main page in the Setup area, that group is associated with the project.

NOTES

• If the project, or its tasks or issues are associated with a group-level custom Status, changing the Group of the project might cause the Status of the project, tasks, or issues to change to match the new group.

• If the project, or its tasks or issues are already associated with a group-level approval process using group-level custom statuses, changing the group might create a conflict between the approval statuses of the previous group and those existing at the system level.

  Consider removing the group-level approval processes on the project, or its tasks or issues before updating the group.

  For information about creating group-level approval processes, see Group-level approval processes.

  For information about creating a group-level custom status, see Create or edit a group status

Specify the currency for the project, if it is different than the default currency of your system. You cannot change the currency of a project if there is already financial information on the project. This field is not visible if you have only the default currency in the system.

For more information about currency, see Set up exchange rates.

Select Hour-Based, or Cost-Based to indicate whether the Earned Value metrics of the project (such as Cost Performance Index or Estimated Actual Cost) are calculated using hours or costs.

For more information about the Performance Index Method, see Set the Performance Index Method (PIM).

Your Workfront administrator or a group administrator selects the default Performance Index Method setting for your system or your group. For information about setting project defaults, see Configure system-wide project preferences.

Specify how Workfront should calculate the Estimate at Completion (EAC).

Select from the following options:

• Calculate at project level
• Roll up from tasks/ subtasks

For more information about how the Estimate at Completion calculates, see Calculate Estimate At Completion (EAC).

Your Workfront or group administrator selects the default Estimate at Completion setting for your system or your group. For information about setting project defaults, see Configure system-wide project preferences.

Estimate what the Planned Benefit of the project is. This is used in the Business Case of the project and the Portfolio Optimizer. For more information about the Planned Benefit of a project, see Overview of project Planned Benefit. The Planned Benefit of a project is taken into account when the Net Value of a project is calculated.

For more information, see Manage projects in the Portfolio Optimizer .

Select a Milestone Path for the project. Only active milestone paths display in the list.

For more information about Milestone Paths, see Create a milestone path.

Controls how the project is marked as Complete. Select from the following options:

• Automatic: The project is marked Complete when all the tasks and issues are completed.

  The project Status is automatically changed to Complete only when the project status is Current when the tasks are completed.

• Manual: You have to manually select the Complete status for the project, when all the tasks and issues are completed.

Controls how the parent tasks are marked as Complete. Select from the following options:

• Automatic: The parent tasks are marked Complete and they update their percent complete automatically, as the children tasks are completed and the percent complete of the children is updated.
• Manual: You have to manually update the percent complete and the status of the parent tasks, independently of what changes are made to the children tasks. This allows you to mark a parent task completed even when the subtasks are incomplete.

Controls when the changes you make to the project timeline are saved on the project or the parent tasks. For example, the following changes to the project trigger an update to the timeline of the project:

• Update the dates of tasks

• Change predecessor relationships of tasks

• Change parent-child relationships, adding or removing assignments in addition to changing the task constraint or duration type.

  When the tasks update, their parent objects (parent tasks or the project) update at the time indicated by the Update Type.

  If the parent objects do not update immediately after the change when selecting "Automatic and On Change" or "Change Only" Update Type, refresh the page

  Select from the following options:

  - Automatic and On Change (Default setting): The project timeline is updated each time a change occurs in the project or in another project that the project is dependent on (On Change). The project timeline is also updated each night (Automatic).

  This is the recommended setting for this field because it ensures that the project is always up to date.

  When you perform an action on a task or project that triggers a timeline recalculation, all available dates are immediately displayed, allowing you to continue working. On projects with more than 100 tasks, dates that require longer recalculations display briefly as a question mark (between 1 and 5 seconds, or up to a minute for large projects). This indicates that the recalculation is not yet finished, and the dates are subject to change.

  - Change Only: The project timeline is updated each time a change occurs in the project or in another project that the project is dependent on. You might want to select this option if changes rarely occur in the project or in other projects that the timeline is dependent on.

  - Automatic Only: The project timeline is updated each night; the timeline is not updated immediately after changes are made.

  You might want to select this option if many changes occur each day in the project or in other projects that the timeline is dependent on. However, be aware that you chose this setting, as the project will not update at the same time that the changes are made.

  - Manual Only: The project timeline is updated only when you select the option to Recalculate Timeline. For more information about manually recalculating the project timeline, see Recalculate project timelines.

  You might want to select this option if you are making many changes to the project at one time, and you want the timeline recalculation to occur after all of the changes have been made (rather than after each individual change).

Select a schedule for your project. This should be the same schedule assigned to most people that are working on the project. You must create a schedule before you can assign it to a project or a user. If you have not created custom schedules in your system, the Default Schedule is selected.

For more information about creating schedules, see Create a schedule.

Determines whether the time off of the Primary Assignee of a task adjusts the task planned dates on the project.

Your Workfront administrator or a group administrator selects the default for this setting for your system or your group. For information about setting project defaults, see Configure system-wide project preferences.

Select from the following options:
- Consider user time off in task durations: When selecting this option, the planned dates of the tasks adjust according to the time off of the Primary Assignee of the task, if the time off occurs during the duration of the task.

For example, if a task with a constraint of As Soon As Possible is scheduled to start on June 1 and complete on June 3, and the Primary Assignee has June 2 marked for Time-off, when this selection is enabled the task planned dates are June 1 to June 4. Depending on the Task Constraint, the following scenarios exist:

• For task constraints that relate to planning from a start date (As Soon As Possible, Earliest Available Time, Start No Earlier Than, Start No Later Than, Must Start On) the Planned Start Date does not change but the Planned Completion Date changes.
• For task constraints that relate to planning from a completion date (As Late As Possible, Latest Available Time, Finish No Earlier Than, Finish No Later Than, Must Finish On), the Planned Completion Date does not change, but the Planned Start Date changes.
• For tasks with a constraint of Fixed Dates, neither the Planned Start nor Completion Date changes.

The Duration of the task does not change when you select this setting. Only the planned dates change, depending on the Task Constraint. For information about task constraint, see Task Constraint overview.

- Ignore user time off in task durations: When selecting this option, the planned dates of the tasks on the project remain as originally planned, even if the Primary Assignee of the task has time off during the duration of the task.

Consider the following when selecting options for this setting:

• The default option for this setting for a new project is the same as the system-level project preference.

  For information about the project preferences at the System level, see Configure system-wide project preferences.

• When you attach a template to an existing project, the setting on the project is updated to match the one of the template.

• Workfront decides which planned task dates to adjust according to the Task Constraint value of the task. Depending on what that is, either the Planned Start or the Planned Completion Date, or both could be affected, or might even remain the same. For example, if a task has a Constraint of Fixed Dates, the dates do not adjust when the Primary Assignee has time off, even when Consider user time off in task durations is selected.

Select from the following options:

- Manual: you must manually level your resources (this is the default setting)

- Automatic: Workfront levels your resources.

For more information about Resource Leveling, see Level Resources in the Gantt Chart.

Define the level of risk of your project. The risk is just an indicator of how risky a project can be. You can prioritize the execution of your projects based on the level of risk.

Consider selecting from the following levels of risk:

- Very Low

- Low

- Medium

- High

- Very High

The levels of risks you indicate here cannot be customized.

These are not related to the potential Risks that could occur during the life of a project and which you should record in the Risks tab of the project, or in the Business Case. For information about potential project Risks, see Edit and create risk types.

Specify the Resource Pools associated with the project. Resource Pools are collections of users that are needed at the same time for the completion of a project and allow for project budgeting in the Resource Planner. For more information about Resource Pools, see Resource pools overview.

When you edit projects in bulk, only the Resource Pools that are common to all the projects selected appear in this field. If the projects selected have no shared Resource Pools, this field will be empty. The Resource Pools you specify here will overwrite the projects' individual Resource Pools.

Select this option to require the Project Owner to approve time logged on the project. If you are using Billing Records and you select this option, only the approved hours on the project appear as available billable hours for the Billing Records. Approving time on the project is independent of approving timesheets.

For more information about requiring time to be approved on a project, see Require time to be approved for a project.

Select from the following options:

• Select No to make all project-specific hour types available on the project. (This is the default selection)

  Or

• Select Yes to make only a subset of the project-specific hour types available on the project, then select the hour types you want to make available from the Hour Types field.

  TIP

  The Hour Types field is not editable when you select No.

  If you select this option, only the hour types you select are made available to select when logging hours on the project (or on tasks and issues within the project). You must select at least one hour type; if you select this option and you do not select any hour types, all hour types are made available on the project.

The same hour type selections must be made at the individual user level in order for the user to see these hour type options on the project. For more information about defining hour types at the user level, see Log time.

Select the approval process you want to associate with the project. Your Workfront administrator must define system-level Approval Processes before you can associate them with projects. A user with administrative access to Approval processes can also create group-specific approval processes. For more information about creating approval processes, see Create an approval process for work items.

Consider the following when adding approval processes:

• Only active approval processes display in the list.

• System-wide and group-specific approval processes display in the list. An approval process associated with a group other than that of the project does not display in the list.

  If the group associated with the project changes, the group-specific approval process becomes a single-use approval process. For more information about how changes to the group of the project or changes in the approval process affect approval settings, see How group and approval process changes affect assigned approval processes.

  When bulk-editing projects, the following scenarios exist:

  • When you select projects from the same group, both system-level and group-level approval processes display in this field.

  • When you select projects from different groups, only system-level approval processes display in this field.

  • When any of the projects have a single-use approval process attached, it is replaced by the system-level or group-level approval process you select.

Select the access options that you want users to have on the project, if the project is shared with them. Select the specific options for their access if they are designated as Viewers, Contributors, or Managers when sharing the project with them.

The Delete access in the Manage permission level determines whether users can delete the project itself. Users with Manage access to the project can delete tasks and issues within the project regardless of whether this option is selected, if they have Manage permissions to the tasks and issues.