Project’s Page

Overview

The project’s page is where you will find information about the project, its team, budget, activities and associated tasks.

For more details on the project’s page see our User Guides.

Edit Project

Each section within the Project’s page is editable.

1. Click on to the right of the section heading.
2. Click on Edit.
3. The Edit window is displayed.
4. Make the required changes.
5. Click on .
6. The Edit window is closed.
7. The project’s page is updated with the changes.

Add Project to a Program

Add Program is displayed on the project’s page if the project has not been associated with a Program.

To add the project to an existing program:

1. Click on Add Program.
2. The Add Program sidebar is displayed.

3. Select the program from the drop-down list. If the program is not listed then you have the option to create a new program.
   1. Click on Create a Program.
   2. The Create New Program sidebar is displayed.
   3. Complete the fields and click on .
   4. The program is created and will be displayed in the Add Program sidebar.
4. Click on .
5. The project is now associated with the program.

Project Team

The project team displays the users working on the project.

Add Team / User

To add a team/user to the Project Team:

1. Click on .
2. The Manage Team window is displayed.

3. Add the team(s) and/or user(s) working on the project.
   NB If the team is not listed then create a new team first – see Teams for further information regarding this.
4. Click on .
5. The project’s page is updated.

Remove Team / User

To remove a Team / User from the Project Team:

1. Click on .
2. The Manage Team window is displayed.

3. To remove one of the teams or users:
   1. Click on the x next to the entry you wish to remove.
   2. The entry is removed.

4. To remove ALL of the teams or users:
   1. Click on the X at the end of the field.
   2. The entries are removed.

5. Click on .
6. The project team is updated on the project’s page.

See our User Guides for more information on using Katala.