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

How to change the Project Group Name

Editing the project group name will update the group name on all transactions but not the project description within the group. See the following article to learn How to change the Project Description (name)

To edit the project group name:

  1. Go to Setup → Project Groups.
    Setup_Projects_and_Project_Groups.png
  2. Use either the Quick Find or Find Record to choose the Project Group you want to edit.
    Quick_find_or_Find.png
  3. Click into the field to edit the Description and/or the Project Group Code.
    edit_project_group_name.png



 

 

 

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