Update and move projects
💡 Note:
To edit and move projects, you must:
- Have Manage rights for the Workplan (see Roles, access levels, and access rights)
- Ensure the current plan version is in Edit mode (see Manage workspace plan versions)
Locked projects (… › Lock) cannot be edited or moved until they are unlocked.
Follow the instructions below on how to edit and move projects. To create a new project, see Create a new project.
Editing a project
- Click Workplan in the main menu.
- Click the project you would like to edit, or click the … button at the end of its row and select Edit. This opens the sidebar for the project.
- In the sidebar, update the properties you need:
- Name: Click the name at the top to edit it.
- Select assignees: Use the dropdown to change the users assigned to the project.
- ID: Generated automatically. You can change the ID format under Customise ID settings, or override the ID of this project by clicking the Edit icon in the field.
- Description and Objectives: Summarise the project and its goals.
- Predecessors: Select other projects, activities, or events that must be completed before this project can begin.
- Lead. Participant: The participant responsible for the project. Click Add lead participants to add up to 3 lead participants.
- Further Participants: Other participants involved in the project.
- Activity Type: Select the type from the dropdown. The types come from the workspace template; click Customize activity types to change them.
- Start Date: The planned start date of the project (see the warning below).
- Duration: The planned duration. Once the project has activities, its duration is set automatically based on them: it spans from the start of the earliest activity to the end of the latest one. To change it, adjust the dates of the activities.
- Tags: Categorise the project by adding tags.
- Actual Start Date, Actual Duration and Completion: Reflect the progress reported for the project or its activities. Click Add new status update to report progress (see Reporting progress).
- Enable Update Reporting: Toggle on or off to allow status updates directly at project level.
⚠️ Changing the start date of a project
Activities are planned in project months (M01, M02, …) counted from the project's start date. When you change the Start Date of a project and save, all its activities move with it: they keep their project months, so their calendar dates shift by the same amount.
Deliverables and milestones keep their due dates and do not move. After changing a project's start date, check the due dates of its events and adjust them if needed.
- Click Save at the bottom of the sidebar to apply your changes.
Moving a project
To move a project to another position in the Workplan, open it in the sidebar and click its ID with the arrow icon in the path at the top (a Move tooltip appears when the sidebar opens). A list of all projects opens, with a search field at the top. The orange line shows the current position; click the line where the project should go. Then click Save.
⚠️ Note: If your project IDs are numbered automatically, moving a project to another position updates the IDs of the following projects accordingly.