7. Edit Job/Task Properties |
Job/Task Properties are customizable fields that appear on the Job/Task creation forms. You can add custom fields to collect relevant information for each Project.
To add a job or task property to a specific project, follow these steps:
Note: Projects can only be edited by users who have administrator privileges for the Project application. These privileges are set up by the system administrator. See Set Up the Administrator Group for a step-by-step guide on how to register users in the Administrator Group.
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From the Portal Page, click Project on the Office 4 menu.
The Project List window appears.
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Click Administrator Menu.
The Administrator Menu for Project window appears.
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Click Project Setting.
The Project Setting window appears.
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From the Project List area, select a project with the job/task property you want to change.
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Click Edit.
The Edit Project Information window appears.
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From the Job Properties/Task Properties list box, choose an option:
To add a job/task property: Click Add. Then from the Add Job Property/Task Property window, enter a new job/task property. When done, click Add.
To change a job/task property: Select a property, and click Edit. Then from the Edit Job Property/Task Property window, change the job/task property. When done, click Save.
To delete a job/task property: Select a property, and click Delete. Then from the Delete Job Property/Task Property window, click Yes to confirm.
To change the order of displaying a job/task property: Select a property, and with the property highlighted, click the Up Arrow to move the property up to a desired location, or click the Down Arrow to move the property down to a desired location.