Once a project is created, you may need to adjust certain details. Xenett allows you to update key project information directly from the Project Details panel.
Use Cases
Updating project details is useful when:
The project title or description changes after creation
A due date needs to be added, modified, or removed
A different team member needs to be assigned as the project manager
You want changes to apply only to the current project or also to future recurring projects
How to Access Project Details
Open the project.
Click on the project title.
The Project Details panel will appear.
The field has its own edit icon that allows you to update that specific detail such as:
Project Title
Update the title as needed.
The updated title will apply to all the project of a recurrence series
Description
Modify the description as required.
The updated title will apply to all the project of a recurrence series
Start Date
Update the project start date as needed.
This change applies only to the current project.
Due Date
Manage the due date directly from the project header.
You can add, update, or remove the due date.
This change applies to the current project only and does not affect future recurring projects.
Accounting Period Update
The accounting period can be updated for one-time projects only.
To update the accounting period:
Click the project title.
Use the edit icon next to the accounting period to change or update it.
Manager
Update the project manager from the project header.
Assign any eligible team member as the project manager.
Choose whether the change applies to:
This project only, or
This project and future recurring projects
Important Notes
For one-time projects, there are no future projects, so changes automatically apply only to the current project.