Chapter 8 / User Guide

Basic details, status and project plan content

All plans
Contents

Changing the status

  1. Open the project with the Manage button.
  2. In the header, choose a new value from the Status drop-down: Draft, Created, Active, Completed or Archived. The change is saved immediately.

An archived project does not appear in the list of active projects and does not count toward the active project limit. To restore an archived project, open it and press Restore in the Update content block.

Changing the basic details

  1. Find the Edit project block.
  2. Change the fields you need: Project name, PM methodology, Project type, Project template, Project goal, Critical outputs, start and end date, Budget (EUR), Needs additional funding, Project Requirements Web Address, Target language. The goal and outputs fields have an AI suggestion button.
  3. Press Update.

Editing the project plan text manually

  1. Open the Update content block. The HTML content field contains the AI-generated project plan in an editor.
  2. Edit the text, tables or headings as you would in a word processor.
  3. Press Update.

Regenerating the project plan

Use this if you have made significant changes to the basic details (goal, schedule, budget) or if the first generation failed.

  1. In the Update content block, press Regenerate.
  2. Confirm with Regenerate in the dialog. The process takes 2–5 minutes; during this time the status is Regenerating and the page refreshes automatically.
AttentionRegeneration replaces the project plan text. Manual text edits are lost; tasks, risks, files and other records are kept. In the Business plan you can restore an earlier version (chapter 17).

Deleting a project

  1. Press Delete below the Update content block.
  2. Confirm. Deletion cannot be undone — if in doubt, archive the project instead.
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