To manage your Project, search for and open the Project Record. Here, you can manage several aspects of the Project.

On the left hand side (1), you can edit the name of your Project, Project Time Zone and the Project Groups as well as any other details you are tracking.

On the right hand side, there are four tabs (2):

Project Teams

This tab is the default tab in the Project Record and shows all the Teams that have access to the Project. These can be expanded to see which Users are in each Team.


On the Relationships tab, you can see a related dock for each Record type. These related docks display all Records which are related to the Project.


All changes that have been made to the Project record are displayed in this tab.


In the Classifications tab you can manage the framework for your Project.

From the Project Record, you can also retrieve the unique Project email address.

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