Project’s Page

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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.

Overview of Project’s Page

Edit Project

Each section within the Project’s page is editable.

  1. Click on Ellipsis 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 Save icon.
  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.

Add Program to Project
Project which 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.
Add Program Sidebar
Add Program Sidebar
  1. 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 Create.
    4. The program is created and will be displayed in the Add Program sidebar.
  2. Click on Save icon.
  3. The project is now associated with the program.

Project Team

The project team displays the users working on the project.

Project Team with no members

Add Team / User

To add a team/user to the Project Team:

  1. Click on .
  2. The Manage Team window is displayed.
Manage Project Team
Manage Team Window
  1. 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.
  2. Click onSave icon.
  3. The project’s page is updated.
Project Team with members

Remove Team / User

To remove a Team / User from the Project Team:

  1. Click on Add/Remove Member.
  2. The Manage Team window is displayed.
Manage Project Team
Teams and Users within the Project Team.
  1. 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.
Remove Member from Project Team
Remove team/user from Project Team
  1. To remove ALL of the teams or users:
    1. Click on the X at the end of the field.
    2. The entries are removed.
Remove all members from Project Team
Remove all teams/users from Project Team
  1. Click on Save icon.
  2. The project team is updated on the project’s page.

See our User Guides for more information on using Katala.

Try our in-app user guides for faster onboarding.

Launching User Guide
  1. Click your user icon.
  2. In the side pane, click User Guides.
  3. Select a topic.
  4. Become a Jedi Master.