How to edit a project in THAREJA

Projects can only be edited by team managers and owner.

Editing a Project in THAREJA

Step 1. Open Projects from the left side navigation to get the listing of projects.

Step 2. Just open the dropdown for the project you want to edit and click on Edit Project.

Step 3. After clicking on Edit project you will get the following popup to edit these details. Just edit the values and click on Save.

You will get a notification sayingProject successfully edited!

Editing project details by project information tab

STEP 1. You can also edit project details on the project information tab. Just open a project from the list by clicking on its name. 

You will be redirected to the project page where you will see the Project information tab showing that project data.

STEP 2. Just click on the pencil icon given on the section that you want to edit and you can update these details as per your requirements.

Viewing a Project in THAREJA

If you want to see the details of a project either you can open the project from listing by clicking on it or you can open the action dropdown and click View Info option.

After clicking on View Info you will be redirected to the Board View of the project where all the tasks of the project will be shown as tickets.

Editing a Project's Budget in THAREJA

Actions -> Edit budget

Now you will get a Popup for edit budget details.

1. Type: You can edit the budget type whether you want to keep the cost fixed or by hours.

2. Based On: You can edit based on by selecting pay rate and bill rate in the dropdown.

3. Cost: Here you can edit your cost.

4. Notify At: When you want to notify about your spending budget. You can edit the budget percentage accordingly.

5. Reset: You can choose when you want to reset your project budget.

6. Starting Date:  You can edit your starting date whenever you want to start.

Once you have made your changes, click on the Save button.

You will be notified asBudget updated successfully!

Duplicating a Project in THAREJA

The duplicate project will have exactly the same details and people as the original one, it will just have the word "copied" at the end of the project name.

Just follow these simple steps to duplicate a project.

STEP 1. Open the Projects page from the left-side navigation to get the project list.

STEP 2. Open the Actions menu for the project you want to duplicate and click Duplicate Project.

You will get a notification saying the Project duplicated successfully and the duplicated project will be visible at the top of the project list

Archiving a Project in THAREJA

Select the project you wish to archive, open the Actions dropdown and click Archive.

Next, you will get a confirmation alert.

Click OK if you want to archive, and you will get a notification saying that Project archived successfully!