Definition tab

The Definition tab available in the Administration workspace enables users to set up all project main attributes.

Main toolbar

The main toolbar is located on the top of the view and aims at providing the most important project information and commands.


The display of the main toolbar differs depending on the tab currently selected and whether the project is locked or unlocked.

Here is the list of the buttons users can encounter in the Administration workspace:



Allows the user to create a new project.



Publishes any changes to the current project, but only if the current project is the active Working version.



Locks the project so that other users cannot modify it. Upon locking a project, the Undo and Redo commands become available.

Note: This command is only available if the project is not yet locked by any user.



Unlocks a previously locked project.

Note: This command is only available if the project has been locked by the logged-in user.



Erases the previous change done, reverting the project to its previous state.

Note: This command is only available if the project has been locked by the logged-in user.



Reverses the action of the Undo command.

Note: This command is only available if the project has been locked by the logged-in user.



Provides access to the following commands:

  • Save As – Allows a user to save a project in different versions, including Working, Objective, and Template.

  • Deactivate selected version – Sets the project's Status to "Inactive". Only "Inactive" projects can be purged from the database.

  • Deactivate all versions – Sets all project's version Status to "Inactive".

  • Activate – Reverts the Deactivate command.

Project Header


The upper section of the header provides the following key information about the project: Nature, Name, and the Workflow State.

In addition, the following tools are provided:


Workflow Actions

Allows the user to modify the Workflow State Vote associated with the project.



Indicates whether or not there are new notes, and opens the Notes dialog box.



Provides access to the Workflow History command, which opens the Workflow Information dialog box.

The section below displays the following information regarding the project: Manager 1, Portfolio Folder, Type, number of days before the Finish Date, % Complete, As of Date (if any), Last Published Date, Total Effort (with the Actual Effort/Total Effort ratio below), Total Cost (with the Actual Cost/Total Cost ratio below), and the Health Score.

Identification section

The Identification section displays basic project fields for viewing and editing: Name, ID, Nature (read-only), Portfolio Folder, Type (read-only), and Last Imported Template (read-only).

Clicking on the Advanced Attributes button opens the Identification Advanced Attributes popup, allowing the user to further define the project.


Identification Advanced Attributes

The Identification Advanced Attributes popup provides the following fields for the user to define: Owning Organization, and Current Baseline.

Description section

The Description section allows users to enter or edit a detailed description for a project in a Rich Text format. There is no strict limit on the number of characters that can be entered into the Description.

This project description is also displayed (but is not editable) in the Dashboards workspace, Project Dashboard report (available in single-project selection).

Outcome section

The Outcome section allows the user to enter an Executive Summary and the Expected Benefits, as well as a picture of the project.

Stakeholders section

The Stakeholders section allows the user to define the Manager 1, 2 and 3 of the selected projects. To define the a new Manager, the user can click on the corresponding field Hamburger (Hamburger) icon, or directly on the empty picture slot.


This section also indicates when and by whom the project has been created, modified, and published.

Additionally, the following Permissions Management fields are featured: Organization Readers, Organization Writers, Users Readers, and Users Writers.

Clicking on the “All Permissions” button provides a popup with two sub-tabs:

  • Write: List of users with Write access permissions

  • Read: List of users with Read access permissions


The two lists display the Users "live" permissions, as to say:

  • The Users Permissions for the current Project Workflow State, if any.

  • Or, the Users Permissions of the Permissions field if no Workflow has been selected.

Clicking on the Advanced Attributes button provides access to the Permissions Advanced Attributes popup.


Dates section

The Dates section displays the following fields: Start Constraint, Finish, As of Date, Calendar, Closed, and Deadline (or Finish Constraint for CCPM projects).