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P
PHenn
Level 3
January 4, 2024
Question

Project association filed

  • January 4, 2024
  • 1 reply
  • 1056 views

Hello, I'd like to edit a field within the Overview Section in Project Details.   I can't identify how this can get done.  I'm hoping someone can assist with an answer. 

A specific Group Name defaults with every project.  PMs need to be able to change it. 

Can I change  the Group field  to  a required field and blank instead of prefilled and unrequired. This is not part of a custom form, I think it is built in somewhere in WF. 

 

Any help would be appreciated.  Thank you 

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1 reply

Richard__Carlson
Community Advisor
Richard__CarlsonCommunity Advisor
Community Advisor
January 4, 2024

Further down the Project Details page there might be an indication of what template was used to open the project, if one exists.  It would be a matter of finding and editing the template used to open the project.  Templates can be found by clicking the "grid icon" in the top right.

 

To edit the project details in an individual project you can click the pencil icon in the top right part of your screen or alternately you can click the "3 dots" next to the share button and click Edit.

P
PHennAuthor
Level 3
January 4, 2024

Thank you, this info. isn't part of a template. 

Richard__Carlson
Community Advisor
Richard__CarlsonCommunity Advisor
Community Advisor
January 4, 2024

How are these projects being opened?  Is there a person manually opening them, could it be that this person is applying incorrect values.  From a system perspective something unique to your environment must be filling in those details because, stating the obvious, Workfront doesn't automatically provide such info specific to your environment to every Workfront customer.  Something on your side is adding it, it's a matter of figuring out the chain of events perhaps.

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