Project Management – Manage Project Information

Purpose

After a project is created, the Project Information section allows users to manage the project’s core attributes.
This information defines the project’s identity, governance, and operational context and applies across all project activities.

Managing project information correctly ensures consistency, traceability, and accurate reporting throughout the project lifecycle.

Access Path

Project Management → Projects → Open a Project

Project Information is primarily managed through the Project Header, located at the top of the project detail page.

Project Header Overview

The project header contains the main attributes that describe and control the project.
These fields can be updated at any time (subject to permissions) and immediately affect project behavior.

The header is always visible, regardless of the selected project tab.

Core Project Information Fields

Identification & Classification

Field	Description
Name	Project name. Can be edited after creation if required.
Type	Classification of the project (e.g., Software Implementation, Internal Initiative).
External ID	Optional external reference used for integrations or internal tracking.

Time & Scheduling

Field	Description
Timezone	Defines how all project dates and timelines are calculated and displayed.
Work Calendar	Determines working days, holidays, and effort distribution.

Organizational Context

Field	Description
Companies	Organizational scope of the project.
Fronting Company	Entity responsible for delivery and/or billing.
Currency	Currency used for all financial values within the project.

Process & Governance

Field	Description
Process	Project process that defines methodology, features, work item behavior, and KPIs.
Priority	Relative importance of the project compared to others.
Status	Current lifecycle state of the project (e.g., Not Started, In Progress, Completed).

💡Important:
Changing the project process may impact available tabs, work item behavior, and reporting.

Responsibility & Ownership

Field	Description
Managers	Users responsible for managing and overseeing the project.
Financial Contacts	Users responsible for financial oversight and approvals.

These roles support accountability and governance.

Header Actions

The project header also provides quick-access actions:

History – View changes made to project information over time.
Activities – View logged activities related to the project.
Delete – Remove the project (available only if permitted and not restricted by dependencies).

Impact of Project Information on Execution

Changes made in the project header influence:

Availability of project tabs and features
Work item scheduling and effort calculation
Financial tracking and reporting
Resource allocation views
Dashboard and KPI outputs

For this reason, updates to core project information should be performed carefully, especially after execution has started.

Best Practices

Finalize process, timezone, and currency before adding work items.
Assign project managers early to ensure ownership.
Use priority and status consistently for portfolio reporting.
Avoid frequent changes to the process after execution begins.
Keep external IDs aligned with external systems if integrations are used.

What’s Next

Once project information is configured, the next steps typically include:

Define and manage Work Items
Set up Milestones
Configure Billing Plans and Commercials
Allocate Resources
Track Progress and KPIs

Each area is covered in a dedicated article.

Project Management – Projects (Overview)
Project Management – Create a Project
Project Management – Work Items
Project Management – Milestones
Project Management – Billing Plan
Project Management – Track Project Progress & KPIs

Project Management – Manage Project Information