Main Data tab (Project)
In this tab, you can check or change the project’s general settings and details.
Most fields are the same as in the Add Project page (for details, see the Enter the project's basic information – Add Project page guide) but this tab also has some additional options and data.
In the ID section, you can check the project’s ID number.
In the Project Group section, you can:
see the name of the group this project belongs to.
take the shortcut to the group page.
check the budget usage.
In the Status section, you can:
check the project’s status.
click the Cancel Project button and then confirm this action in the popup window.
You cannot cancel a project that includes tasks with jobs with Started status. To cancel a project of this kind, revert the statuses of the jobs it contains to Open or Accepted.
click the Close Project button (for projects with tasks that cannot be closed automatically). The Close Task popup window is displayed. In it, you can check if the tasks can be closed and select the Close Receivables when Possible checkbox to close the receivables automatically.
In the Specialization section, you can change the project’s general specialization. Task specialization will not be changed unless you select the Change in All Tasks checkbox.
In the First Delivery Date and Time section, you can check when the first ready files were delivered or enter this information manually.
(For clients with several price profiles) In the Client Price Profile section, you can select another client price profile from the dropdown list. Click the Recalculate Rates button to recalculate the rates according to the newly selected price profile.
In the Origin section, you can check where this project was created.
To confirm the changes, click the Save button.