PSA L&P - Projects: How to change the Project Name

How to change the Project Name

Editing the name of a Project Description will update the Project name on all transactions but not the Project Group Name. Click the following link to learn How to edit the Project Group Name.

To edit the Project (description) name:

  1. Go to Setup → Projects.
    Setup_Projects_and_Project.png
  2. Use either the Quick Find or Find Record to choose the Project Group you want to edit.
    quick_find_and_find_for_project.png
  3. Click into the Description field and/or the Project Code field to edit the information.
    Updated_field_for_Project_Description.png

 

 

 

 

Updated

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