You can have a quick look at some basic information on a project by accessing the Overview sub-tab on a project. If you have at least permissions to View the project, you can view information on the Overview tab. If you have permissions to Manage the project, you can edit the information on the Overview tab.
For more information about permissions on projects, see "Understanding Project Permissions."
To access the Overview sub-tab:
- Navigate to the project whose Overview tab you want to view.
- Select the Project Details tab.
- Select the Overview sub-tab.
- Click Edit Overview to edit the project.
If there is a specific field that needs to be updated on a project but is not displayed on this tab, click Edit Project to view more project fields.
For more information about editing projects, see "Editing Projects."
Some of the following fields can be edited:
- Name: This is the name of the project.
- Description: The description of the project.
- Reference Number: This is a unique number assigned by Workfront.
- URL: Can link to internal or external pages to reference the project.
- Schedule From: Sets how the project is scheduled, e.g., from start date or the completion date.
- Planned Start Date: When the project is planned to start. Derived from task predecessor relationships. A specific date is set by the manager, when they need to amend the task constraint type.
- Projected Start Date: is a 'real time' view of when work is gong to start based on completed work completed and remaining work.
- Actual Start Date: Date and time the work was initiated.
- Planned Completion Date: Anticipated completion date based on project schedule. Duration is set on tasks, this will indicate the difference between Planned Start and Completion dates. If the Planned Completion Date changes, it is most often due to changes in duration.
- Projected Completion Date: is a ‘real time’ view of when the project is going to be completed based on the progress of completed tasks and based on the progress updates on new/in progress tasks.
- Actual Completion Date: The Actual Completion Date represents the date and time the work is completed.
- Planned Duration: Amount of time the project will span.
- Actual Duration: Is the difference between the Actual Start Date and Actual Completion Date of the work. The formula is: Actual Duration = WEEKDAYDIFF(Actual Completion Date, Actual Start Date).
- Planned Hours: Hours planned on the project.
- Actual Hours: Hours actually recorded on the project.
- Condition Type: Determines if the manager sets the condition or if Workfront does.
- Condition: This is the condition of the project.
- Priority: Serves as the designated priority or importance of the project.
- Status: This is the status of the project.
- Project Owner: The project manager or day-to-day manager of the project.
- Project Sponsor: This is the primary stakeholder for the project. This is usually an executive overseeing and championing the project, or it is the person with budgetary responsibility.
- Group: The Group who associated with the project.
- Company: The company that owns the project.
- Entered By: Who created the project.
- Entry Date: The date the project was created.
- Last Updated By: The user who created the last update.
- Last Update Date: The date the last changes to the project details were made.
- Click Save.