Projects/Activities: Editing

1. To edit a project, navigate to the Projects/Activities List screen

• Select the Projects/Activities option from the Workload Management (formerly Project Management) menu on the left.

2. Select desired Project/Activity 

• Select the Project/Activity to be edited from the list screen provided.  

3. Select Edit Option

• When the desired Project/Activity screen opens, select the 'Edit Project/Activity' button option from the top menu.

• Expand each section to make updates as needed.

4. Aligning Project with Contract Data

• If the Project is associated with one or more contracts, expand the Funding Source section.
• By default, the Funding Cost Center-Component field value is pre-populated with the Project/Activity's Portfolio Alignment. If this Project/Activity is to be funded by a different Cost Center-Component, select the Cost Center-Component to which helps to fund the Project/Activity.
• If the Project is supported by one or more contracts, slide the toggle for 'Is this Projected Supported By a Contract' field to 'Yes'.
• If the toggle above is set to 'Yes', the Contracts field is required and is a filtered list of Contracts associated with the selected Cost Center-Component. Select one or more Contracts from the list provided or select the 'TBD' option at the bottom of the list.

5. CPIC Users Only: Editing Fields for CPIC Reporting

• For Projects aligned with Major or Standard Investments, an additional 'CPIC Reporting Required' toggle field will display in the Portfolio section of the project. 
  • Only projects assigned to these Investment Types will display this field.
  • This field is only editable by logged in users with Edit CPIC permissions.
• If this toggle is set to 'Yes', the additional fields for CPIC Reporting will be displayed for edit.

6. Save Data

• When all desired updates have been made, select the 'Save' option at the top of the screen.